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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EverSource Wealth Advisors
Alabama
$4.9K – – –
NSIM
402
North Star Investment Management
Illinois
$4.78K – – –
BBHC
403
Brown Brothers Harriman & Co
New York
$4.74K – – –
ETC
404
Exchange Traded Concepts
Oklahoma
$4.42K – – –
CFFP
405
Center for Financial Planning
Michigan
$3.97K – – –
BHWM
406
Beaird Harris Wealth Management
Texas
$3.63K -$47.3K -2,010 -93%
HS
407
Horan Securities
United States
$3.11K +$3.22K +137 New
DI
408
Disciplined Investments
Oklahoma
$2.9K – – –
EARNEST Partners
409
EARNEST Partners
Georgia
$2.79K – – –
CAS
410
Coppell Advisory Solutions
Texas
$2.27K +$2.35K +100 New
CASC
411
Coppell Advisory Solutions Corp
Texas
$2.27K +$2.35K +100 New
BAM
412
Bellevue Asset Management
Washington
$2.25K – – –
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$2K -$2.73K -116 -53%
NA
414
NewEdge Advisors
Louisiana
$2K -$383K -16,269 -23%
WTC
415
WhitTier Trust Company
Nevada
$1.61K – – –
AF
416
Allworth Financial
California
$1.47K -$588 -25 -28%
WT
417
Washington Trust
Rhode Island
$1.22K +$118 +5 +10%
SFA
418
Semmax Financial Advisors
North Carolina
$1K – – –
TFA
419
Transamerica Financial Advisors
Florida
$1K – – –
PGAM
420
Princeton Global Asset Management
New Jersey
$1K +$588 +25 New
TH
421
TCTC Holdings
Texas
$703 – – –
GWMI
422
Guardian Wealth Management (Illinois)
Illinois
$680 – – –
HCP
423
Hexagon Capital Partners
Arkansas
$657 -$2.09K -89 -75%
BIA
424
Bell Investment Advisors
California
$567 – – –
SC
425
Schubert & Co
Texas
$476 -$141 -6 -22%