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Name Holding Trade Value Shares
Change
Change in
Stake
C
301
Covestor
United Kingdom
$66K +$16K +493 +30%
VCM
302
Versant Capital Management
Arizona
$60.2K +$53K +1,636 +519%
BAMF
303
BI Asset Management Fondsmaeglerselskab
Denmark
$55K -$3.67M -113,364 -98%
LSA
304
Leonteq Securities AG
Switzerland
$50.4K -$277K -8,547 -84%
DekaBank Deutsche Girozentrale
305
DekaBank Deutsche Girozentrale
Germany
$49K – – –
MCM
306
MAI Capital Management
Ohio
$47K +$1.75K +54 +4%
GJIA
307
Glass Jacobson Investment Advisors
Maryland
$44.2K – – –
CFFP
308
Center for Financial Planning
Michigan
$38.6K – – –
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$36.9K -$58.5K -1,805 -60%
GWM
310
Geneos Wealth Management
Colorado
$31.2K +$32.7K +1,010 New
NSIM
311
North Star Investment Management
Illinois
$30.9K – – –
MWM
312
MorganRosel Wealth Management
Colorado
$30.9K +$32.4K +1,000 New
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$29K +$10.2K +316 +50%
BMC
314
Bear Mountain Capital
Washington
$27.3K – – –
TSMHT
315
Thurston Springer Miller Herd & Titak
Indiana
$26.7K +$21.5K +665 +333%
TH
316
TCTC Holdings
Texas
$25.5K +$14.3K +442 +115%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$25.1K +$18K +555 +221%
LFG
318
Larson Financial Group
Missouri
$20.3K – – –
SWM
319
Spire Wealth Management
Virginia
$17.2K +$11.3K +348 +166%
MG
320
Mather Group
Illinois
$16K – – –
UB
321
UMB Bank
Missouri
$15.6K +$5.44K +168 +50%
NA
322
NewEdge Advisors
Louisiana
$15.4K – – –
SW
323
SVB Wealth
Massachusetts
$12K +$12.6K +388 New
HFS
324
Hantz Financial Services
Michigan
$10K +$6.64K +205 +153%
MSG
325
Main Street Group
Virginia
$9.26K – – –