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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$38.8K – – –
Nomura Asset Management
252
Nomura Asset Management
Japan
$38.7K – – –
FFA
253
Farther Finance Advisors
California
$36.9K -$1.11K -21 -3%
UB
254
UMB Bank
Missouri
$34.4K -$16.8K -318 -35%
BIM
255
Bullseye Investment Management
Ohio
$34K +$30.7K +580 New
QC
256
Quent Capital
New York
$33.4K +$13.6K +257 +82%
AssetMark Inc
257
AssetMark Inc
California
$33.1K +$846 +16 +3%
GRP
258
Global Retirement Partners
California
$29.6K +$3.17K +60 +13%
GI
259
GAMMA Investing
California
$28K -$21.5K -407 -46%
ADL
260
Asset Dedication LLC
California
$26.1K – – –
SWP
261
Strategic Wealth Partners
Ohio
$23.7K +$21.3K +403 New
PWPS
262
Pinnacle Wealth Planning Services
Ohio
$22.6K +$20.4K +386 New
MS
263
Monetary Solutions
Ohio
$21.7K +$19.6K +370 New
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$18.1K -$3.86K -73 -19%
CAM
265
Close Asset Management
United Kingdom
$16K – – –
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$14.6K +$6.08K +115 +86%
QCG
267
Quadrant Capital Group
Ohio
$14.2K -$22.4K -423 -64%
BG
268
Bollard Group
Massachusetts
$13K – – –
NECFA
269
New England Capital Financial Advisors
Connecticut
$12.8K – – –
National Bank of Canada
270
National Bank of Canada
Quebec, Canada
$12.4K +$317 +6 +3%
Los Angeles Capital Management
271
Los Angeles Capital Management
California
$12.1K +$13.2K +249 New
HBW
272
Hazlett, Burt & Watson
West Virginia
$12K – – –
MA
273
Montag & Associates
Georgia
$11.7K – – –
GAFA
274
Garton & Associates Financial Advisors
Kentucky
$11.7K +$10.6K +200 New
WSFS
275
Wilmington Savings Fund Society
Delaware
$10.9K – – –