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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
201
Golden State Wealth Management
California
$4.38K +$4.66K +156 New
Osaic Holdings
202
Osaic Holdings
Arizona
$3.82K -$23.1K -772 -85%
DFA
203
DHJJ Financial Advisors
Illinois
$3.06K – – –
Mitsubishi UFJ Asset Management
204
Mitsubishi UFJ Asset Management
Japan
$2.89K – – –
B
205
Birchbrook
Maine
$2.81K – – –
Federated Hermes
206
Federated Hermes
Pennsylvania
$2.22K -$6.43M -215,128 -100%
BWS
207
Buck Wealth Strategies
Colorado
$1.99K +$2.12K +71 New
SWM
208
SHP Wealth Management
Massachusetts
$1.97K – – –
SPIA
209
Steward Partners Investment Advisory
New York
$1.57K -$4.66K -156 -74%
MAM
210
Marquette Asset Management
Minnesota
$1.54K -$657 -22 -29%
BFS
211
Bare Financial Services
Pennsylvania
$1.52K +$1.2K +40 +286%
IA
212
IFP Advisors
Florida
$1.4K -$2.51K -84 -63%
FAM
213
Fulcrum Asset Management
United Kingdom
$1.4K +$1.49K +50 New
KG
214
Kilter Group
New York
$1.15K +$179 +6 +17%
MB
215
MidFirst Bank
Oklahoma
$1.12K – – –
KFAS
216
Keating Financial Advisory Services
Kansas
$1.04K +$1.11K +37 New
AW
217
Avion Wealth
Texas
$1K +$1.64K +55 New
PWA
218
Physician Wealth Advisors
Utah
$983 +$807 +27 +338%
TCM
219
Triumph Capital Management
Colorado
$982 – – –
WWM
220
Wolff Wiese Magana
California
$899 – – –
PIM
221
Plato Investment Management
Australia
$809 – – –
QL
222
Quarry LP
New York
$786 -$5.14K -172 -86%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$786 – – –
LFG
224
Larson Financial Group
Missouri
$786 +$837 +28 New
GCP
225
Gill Capital Partners
Colorado
$730 – – –