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Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$49K -$11K -163 -3%
CAS
227
Coppell Advisory Solutions
Texas
$45.4K +$44.6K +663 New
CASC
228
Coppell Advisory Solutions Corp
Texas
$45.4K +$44.6K +663 New
EI
229
Ellevest Inc
New York
$40K +$3.02K +45 +8%
AssetMark Inc
230
AssetMark Inc
California
$38.7K +$10.1K +150 +36%
Kayne Anderson Rudnick Investment Management
231
Kayne Anderson Rudnick Investment Management
California
$35.6K +$35K +520 New
BTI
232
Blue Trust Inc
Georgia
$28K +$15.5K +230 +100%
TVWM
233
Tower View Wealth Management
Wisconsin
$27K
PFBT
234
Parkside Financial Bank & Trust
Missouri
$18.7K +$18.3K +273 New
TWA
235
TCI Wealth Advisors
Arizona
$16.9K
EWA
236
EverSource Wealth Advisors
Alabama
$16.4K +$672 +10 +4%
CSPIA
237
Cary Street Partners Investment Advisory
Virginia
$15.4K +$15.1K +225 New
ACM
238
Aquatic Capital Management
Illinois
$14K +$13.4K +200 New
TFA
239
Toth Financial Advisory
Virginia
$13.7K
PA
240
Parallel Advisors
California
$11.6K -$2.62K -39 -19%
LC
241
Lindbrook Capital
California
$11.4K +$2.62K +39 +30%
QL
242
Quarry LP
New York
$11.4K +$11.2K +167 New
MIM
243
Macroview Investment Management
Maryland
$11.2K +$11K +163 New
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$10.5K +$1.48K +22 +17%
FHA
245
First Horizon Advisors
Tennessee
$10.3K
BAM
246
Byrne Asset Management
New Jersey
$10.3K -$6.72K -100 -40%
C
247
Covestor
United Kingdom
$9K +$8.67K +129 +2,580%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.01K +15 +14%
HMS
249
Hanseatic Management Services
New Mexico
$7K
WT
250
Whittier Trust
California
$6.84K