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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$128K +$171 +23 +0.1%
EPW
152
Evolve Private Wealth
California
$123K -$38.7K -5,191 -23%
WA
153
Waverly Advisors
Alabama
$123K -$4.38K -588 -3%
STA
154
Summit Trail Advisors
New York
$119K +$122K +16,345 New
BTI
155
Blue Trust Inc
Georgia
$118K +$9.63K +1,292 +9%
MHC
156
May Hill Capital
Massachusetts
$117K +$120K +16,146 New
JTWM
157
Jackson Thornton Wealth Management
Alabama
$113K +$19.6K +2,625 +22%
DWT
158
Dorsey & Whitney Trust
South Dakota
$113K -$7.82K -1,049 -6%
KCM
159
Kathmere Capital Management
Pennsylvania
$109K +$112K +15,025 New
First Trust Advisors
160
First Trust Advisors
Illinois
$109K -$36.3K -4,873 -25%
CCM
161
Coldstream Capital Management
Washington
$107K -$11.8K -1,583 -10%
BCFD
162
Boit C.F. David
$107K
FSA
163
Franklin Street Advisors
North Carolina
$106K -$7.45K -1,000 -6%
FPAS
164
Focus Partners Advisor Solutions
Missouri
$105K +$12.2K +1,633 +13%
TF
165
Trek Financial
Arizona
$105K +$6.95K +932 +7%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$104K +$31.1K +4,172 +38%
HJIM
167
Henry James International Management
New York
$104K
Invesco
168
Invesco
Georgia
$103K +$106K +14,221 New
EWA
169
EP Wealth Advisors
California
$103K +$3.68K +494 +4%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$101K +$104K +13,930 New
CCA
171
Checchi Capital Advisers
California
$98.6K
FFP
172
FourThought Financial Partners
Florida
$97.7K -$18.8K -2,524 -16%
AC
173
AXQ Capital
New Jersey
$97.5K +$100K +13,433 New
GM
174
GeoWealth Management
Illinois
$97.3K +$20.8K +2,796 +26%
State Street
175
State Street
Massachusetts
$95K