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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Axxcess Wealth Management
California
$78.2K
GM
177
GeoWealth Management
Illinois
$77.5K -$16.9K -2,524 -19%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$77K -$2.17K -324 -3%
HWM
179
HB Wealth Management
Georgia
$76.5K +$70.7K +10,572 New
B
180
Bailard
California
$74.4K
VAS
181
Vestmark Advisory Solutions
Massachusetts
$74.4K +$68.7K +10,273 New
WI
182
WrapManager Inc
California
$73.9K -$2.89K -433 -4%
CPA
183
Capital Performance Advisors
California
$73.8K +$68.2K +10,197 New
CP
184
Canopy Partners
Ohio
$73.6K -$1.79K -268 -3%
CH
185
Cromwell Holdings
Wyoming
$72.3K
AF
186
Allworth Financial
California
$70.1K +$2.89K +433 +5%
Deutsche Bank
187
Deutsche Bank
Germany
$67.4K
RIL
188
Rothschild Investment LLC
Illinois
$57.2K +$3.74K +559 +8%
GI
189
GAMMA Investing
California
$44.5K +$1.5K +225 +4%
Citigroup
190
Citigroup
New York
$40K +$14.4K +2,149 +64%
WTC
191
WhitTier Trust Company
Nevada
$37.4K
BCWM
192
Bartlett & Co Wealth Management
Ohio
$37.3K
FHA
193
First Horizon Advisors
Tennessee
$32K +$29.6K +4,424 New
Bessemer Group
194
Bessemer Group
New Jersey
$32K +$254 +38 +0.9%
BIA
195
Bell Investment Advisors
California
$25.8K
WSFS
196
Wilmington Savings Fund Society
Delaware
$25.4K
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$24.1K -$4.9K -733 -18%
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$22K -$1.28K -192 -6%
SO
199
Sierra Ocean
California
$21.9K
Jones Financial Companies
200
Jones Financial Companies
Missouri
$20.5K +$2.88K +431 +18%