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Name Holding Trade Value Shares
Change
Change in
Stake
UMB Bank
401
UMB Bank
Missouri
$16.6K – – –
AssetMark Inc
402
AssetMark Inc
California
$16K +$13.5K +98 +4,900%
Daiwa Securities Group
403
Daiwa Securities Group
Japan
$16K +$13.8K +100 New
Farther Finance Advisors
404
Farther Finance Advisors
California
$14.7K +$3.45K +25 +37%
RFG
405
RFP Financial Group
Georgia
$12.6K -$2.62K -19 -19%
RFS
406
Richardson Financial Services
Massachusetts
$11.5K +$9.93K +72 New
HCP
407
Hexagon Capital Partners
Arkansas
$11.4K -$138 -1 -1%
WIA
408
Wetzel Investment Advisors
Indiana
$11K +$9.38K +68 New
EverSource Wealth Advisors
409
EverSource Wealth Advisors
Alabama
$10.9K +$3.59K +26 +62%
Benjamin F. Edwards & Company
410
Benjamin F. Edwards & Company
Missouri
$10K +$8.28K +60 New
CI Investments Inc
411
CI Investments Inc
Ontario, Canada
$9K -$143K -1,034 -95%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$9K +$4.55K +33 +138%
MFG
413
Mendota Financial Group
Wisconsin
$8.8K – – –
LFA
414
LGT Financial Advisors
Texas
$8K – – –
HMS
415
Hanseatic Management Services
New Mexico
$7.04K – – –
WTA
416
Washington Trust Advisors
Massachusetts
$6.7K +$1.24K +9 +27%
BIA
417
Bell Investment Advisors
California
$6.4K +$414 +3 +8%
W
418
WealthCollab
Washington
$6.24K +$5.38K +39 New
Arax Advisory Partners
419
Arax Advisory Partners
Colorado
$6.08K -$276 -2 -5%
Global Retirement Partners
420
Global Retirement Partners
California
$5.82K +$2.48K +18 +86%
Parallel Advisors
421
Parallel Advisors
California
$5.76K -$5.79K -42 -54%
RFG
422
REAP Financial Group
Texas
$5.44K +$4.69K +34 New
JWA
423
JFS Wealth Advisors
Pennsylvania
$5.28K +$138 +1 +3%
Jones Financial Companies
424
Jones Financial Companies
Missouri
$4.8K +$2.62K +19 +173%
Allworth Financial
425
Allworth Financial
California
$3.84K +$2.35K +17 +243%