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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
251
Concourse Financial Group Securities
Alabama
$40.7K -$2.03K -37 -5%
TWM
252
Tradition Wealth Management
Minnesota
$37K
BFEC
253
Benjamin F. Edwards & Company
Missouri
$30K
RA
254
Rise Advisors
New York
$22.7K +$16.4K +299 +272%
CFB
255
Cullen/Frost Bankers
Texas
$22.4K
EWM
256
Evermay Wealth Management
Virginia
$20.2K
CT
257
Colonial Trust
South Carolina
$13.5K +$4.33K +79 +49%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$13K -$274 -5 -2%
CPG
259
Cornerstone Planning Group
New Jersey
$11.6K -$6.74K -123 -37%
MIFH
260
Migdal Insurance & Financial Holdings
Israel
$10K -$1.48K -27 -12%
Franklin Resources
261
Franklin Resources
California
$8.82K -$619K -11,297 -99%
DFA
262
DHJJ Financial Advisors
Illinois
$8.65K +$8.54K +156 New
VWM
263
Venturi Wealth Management
Texas
$8.49K
PTC
264
Private Trust Company
Ohio
$8.27K
SS
265
Sunbelt Securities
Texas
$7.93K
HIIFS
266
Harel Insurance Investments & Financial Services
Israel
$7K -$603 -11 -8%
WWM
267
Wolff Wiese Magana
California
$6.6K
S
268
SignatureFD
Georgia
$6.27K
IHWM
269
Iron Horse Wealth Management
Iowa
$5.99K +$5.92K +108 New
RCM
270
Raleigh Capital Management
North Carolina
$5.79K +$1.04K +19 +22%
Mitsubishi UFJ Asset Management
271
Mitsubishi UFJ Asset Management
Japan
$5.71K +$5.64K +103 New
PCA
272
Providence Capital Advisors
North Carolina
$5.55K
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$5.27K -$8.16K -149 -61%
BIA
274
Bell Investment Advisors
California
$4.83K +$438 +8 +10%
AF
275
Allworth Financial
California
$3.94K -$822 -15 -17%