Name Holding Trade Value Shares
Change
Change in
Stake
CIM
301
Contravisory Investment Management
Massachusetts
$19.1K – – –
NECFA
302
New England Capital Financial Advisors
Connecticut
$18.6K – – –
GXJ
303
Global X Japan
Japan
$18.1K +$226 +5 +1%
CA
304
Centerpoint Advisors
Massachusetts
$16K – – –
LFA
305
LGT Financial Advisors
Texas
$15.8K – – –
SWM
306
Spire Wealth Management
Virginia
$15.4K +$13.6K +300 New
HGERS
307
Householder Group Estate & Retirement Specialist
Arizona
$14.4K – – –
PS
308
Principal Securities
Iowa
$14.3K +$2.85K +63 +29%
AF
309
Allworth Financial
California
$14K -$543 -12 -4%
RA
310
Rise Advisors
New York
$13.5K +$11.9K +264 New
C
311
Covestor
United Kingdom
$13K -$36.4K -804 -76%
PWMG
312
Private Wealth Management Group
New Jersey
$11.9K – – –
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$11.8K – – –
UB
314
UMB Bank
Missouri
$10.9K -$2.58K -57 -21%
LF
315
LifeSteps Financial
California
$10.2K +$9.04K +200 New
S
316
SignatureFD
Georgia
$8.19K – – –
SAM
317
Smartleaf Asset Management
Massachusetts
$7.89K +$7.01K +155 New
N
318
Natixis
France
$7.88K +$6.96K +154 New
HCM
319
Hollencrest Capital Management
California
$6.03K – – –
LC
320
Lindbrook Capital
California
$5.47K – – –
CFD
321
Creative Financial Designs
Indiana
$5.37K – – –
CSC
322
Caldwell Sutter Capital
California
$5.12K – – –
FFA
323
Farther Finance Advisors
California
$4.95K – – –
IA
324
IFP Advisors
Florida
$4.35K +$1.04K +23 +37%
Mitsubishi UFJ Asset Management
325
Mitsubishi UFJ Asset Management
Japan
$3.89K – – –