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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
701
Diversify Wealth Management
Utah
$1.35M +$367K +411 +28%
Toronto Dominion Bank
702
Toronto Dominion Bank
Ontario, Canada
$1.35M +$427K +478 +42%
BCA
703
Bray Capital Advisors
Florida
$1.34M +$190K +212 +15%
IWA
704
Icon Wealth Advisors
Texas
$1.34M +$133K +149 +10%
MAWA
705
Moss Adams Wealth Advisors
Washington
$1.33M – – –
SFG
706
SevenBridge Financial Group
Pennsylvania
$1.33M -$35.8K -40 -2%
SIG
707
Stonegate Investment Group
Alabama
$1.33M +$344K +385 +32%
DAS
708
Dynamic Advisor Solutions
Arizona
$1.33M +$132K +148 +10%
RC
709
Roundview Capital
New Jersey
$1.3M -$96.6K -108 -6%
TI
710
Tidal Investments
Wisconsin
$1.29M -$2.16M -2,411 -61%
STA
711
Summit Trail Advisors
New York
$1.29M -$240K -269 -15%
Group One Trading
712
Group One Trading
Illinois
$1.29M +$1.38M +1,547 New
DWG
713
Darden Wealth Group
Michigan
$1.29M +$65.3K +73 +5%
CWM
714
Congress Wealth Management
Massachusetts
$1.28M -$136K -152 -9%
GWM
715
Geneos Wealth Management
Colorado
$1.28M +$1.13M +1,263 +459%
COI
716
Connable Office Inc
Michigan
$1.27M – – –
IA
717
Inspire Advisors
Idaho
$1.25M +$454K +508 +51%
BAM
718
Blueshift Asset Management
New Jersey
$1.25M +$768K +859 +134%
HWAM
719
Hennion & Walsh Asset Management
New Jersey
$1.25M +$316K +353 +31%
DA
720
Dillon & Associates
Michigan
$1.25M +$252K +282 +23%
GWM
721
Gibbs Wealth Management
Georgia
$1.25M +$231K +258 +21%
PIA
722
Pinion Investment Advisors
Kansas
$1.23M +$76.9K +86 +6%
Connor, Clark & Lunn Investment Management (CC&L)
723
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.23M -$18.6M -20,824 -93%
GLR
724
Great Lakes Retirement
Ohio
$1.22M +$69.7K +78 +6%
TGCMU
725
Titan Global Capital Management USA
New York
$1.2M -$32.2K -36 -2%