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Name Holding Trade Value Shares
Change
Change in
Stake
Spire Wealth Management
301
Spire Wealth Management
Virginia
$28K -$3.6M -33,166 -99%
Farther Finance Advisors
302
Farther Finance Advisors
California
$26.9K -$3.91K -36 -10%
PS
303
Planned Solutions
California
$25K +$32K +295 New
MTC
304
Matrix Trust Company
Colorado
$24K +$30.5K +281 New
Nomura Asset Management
305
Nomura Asset Management
Japan
$20.3K – – –
HCA
306
Harbor Capital Advisors
Illinois
$20K +$25.4K +234 New
NewEdge Advisors
307
NewEdge Advisors
Louisiana
$18.8K -$185K -1,707 -88%
Salem Investment Counselors
308
Salem Investment Counselors
North Carolina
$18.6K – – –
Jones Financial Companies
309
Jones Financial Companies
Missouri
$18.2K +$12.3K +113 +114%
RTC
310
Riverview Trust Company
Washington
$16.9K +$21.7K +200 New
CFGS
311
Concourse Financial Group Securities
Alabama
$16.7K +$5.21K +48 +32%
Parallel Advisors
312
Parallel Advisors
California
$16.4K +$15.7K +145 +302%
IIC
313
Integrated Investment Consultants
Michigan
$15.2K +$1.66M +15,247 New
Geneos Wealth Management
314
Geneos Wealth Management
Colorado
$12.8K +$2.71K +25 +20%
KFI
315
Key Financial Inc
Pennsylvania
$12.3K – – –
GW&K Investment Management
316
GW&K Investment Management
Massachusetts
$11K -$58.5M -538,575 -100%
Larson Financial Group
317
Larson Financial Group
Missouri
$10.6K +$13.6K +125 New
AGWCA
318
Annis Gardner Whiting Capital Advisors
Florida
$10.1K – – –
EverSource Wealth Advisors
319
EverSource Wealth Advisors
Alabama
$9.15K +$5.65K +52 +93%
CA
320
Continuum Advisory
Idaho
$9.12K – – –
CI Investments Inc
321
CI Investments Inc
Ontario, Canada
$9K +$4.78K +44 +65%
Fuller & Thaler Asset Management
322
Fuller & Thaler Asset Management
California
$8.57K -$21.3M -196,527 -100%
Avior Wealth Management
323
Avior Wealth Management
Nebraska
$8.13K -$2.93K -27 -22%
RFS
324
Richardson Financial Services
Massachusetts
$7.56K – – –
CAM
325
Chesapeake Asset Management
New York
$6.52K +$8.36K +77 New