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Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
301
North Ridge Wealth Advisors
Oregon
$33.5K – – –
CMA
302
Cedar Mountain Advisors
Oregon
$32.2K – – –
FP
303
Financial Perspectives
Minnesota
$32.2K – – –
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$29.1K +$3.57K +94 +16%
SAM
305
Smartleaf Asset Management
Massachusetts
$28.1K -$6.53K -172 -20%
W
306
WealthCollab
Washington
$26.2K – – –
DAM
307
Delta Asset Management
Tennessee
$25.1K – – –
Bessemer Group
308
Bessemer Group
New Jersey
$24K +$4.52K +119 +26%
HCP
309
Hexagon Capital Partners
Arkansas
$22.9K +$6.95K +183 +50%
PGAM
310
Princeton Global Asset Management
New Jersey
$20.9K – – –
QL
311
Quarry LP
New York
$19.4K +$15.7K +415 +865%
AF
312
Advisornet Financial
Minnesota
$18.5K – – –
GEA
313
Glen Eagle Advisors
New Jersey
$16.7K – – –
HWA
314
Heritage Wealth Advisors
Virginia
$16.7K – – –
IWP
315
IAG Wealth Partners
Wisconsin
$16.7K – – –
MG
316
Mather Group
Illinois
$16.7K – – –
DJSG
317
D.J. St. Germain
Massachusetts
$15.8K – – –
MCM
318
MAI Capital Management
Ohio
$15.6K +$38 +1 +0.3%
WF
319
Wayfinding Financial
Washington
$14K +$13K +343 New
FNWM
320
Financial Network Wealth Management
Utah
$14K +$13.6K +358 New
GIA
321
GHP Investment Advisors
Colorado
$13.7K – – –
BIA
322
Bell Investment Advisors
California
$13.4K +$2.09K +55 +21%
C
323
Covestor
United Kingdom
$12K +$342 +9 +3%
BIG
324
Brooklyn Investment Group
New York
$11.7K +$10.6K +279 New
CAL
325
Capital Advisors Ltd
Ohio
$11K – – –