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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
651
MAI Capital Management
Ohio
$165K +$4.27K +22 +2%
CCM
652
Copeland Capital Management
Pennsylvania
$164K -$12.7M -65,251 -99%
AssetMark Inc
653
AssetMark Inc
California
$155K -$16.9K -87 -9%
AF
654
Advisornet Financial
Minnesota
$152K -$2.72K -14 -2%
PP
655
PFS Partners
New Jersey
$146K – – –
TWC
656
TD Waterhouse Canada
Ontario, Canada
$146K -$137K -707 -46%
AWM
657
Avior Wealth Management
Nebraska
$146K +$1.75K +9 +1%
AAP
658
Arax Advisory Partners
Colorado
$145K +$118K +610 +276%
CFO
659
CVA Family Office
Colorado
$138K +$4.66K +24 +3%
PS
660
Principal Securities
Iowa
$136K -$230K -1,183 -60%
SAM
661
Smartleaf Asset Management
Massachusetts
$135K +$25.1K +129 +20%
SOW
662
State of Wyoming
Wyoming
$133K +$48K +247 +48%
PWMG
663
Prestige Wealth Management Group
New Jersey
$133K -$389 -2 -0.3%
NA
664
NewEdge Advisors
Louisiana
$130K -$286K -1,471 -66%
GWM
665
Geneos Wealth Management
Colorado
$127K – – –
VFA
666
Values First Advisors
Tennessee
$126K -$139K -713 -50%
PGAM
667
Princeton Global Asset Management
New Jersey
$125K -$2.43M -12,526 -95%
MA
668
MCF Advisors
Kentucky
$125K -$56.5K -291 -29%
BTI
669
Blue Trust Inc
Georgia
$125K -$127K -653 -48%
EWA
670
EverSource Wealth Advisors
Alabama
$124K -$172K -886 -55%
HB
671
Horizon Bancorp
Indiana
$122K -$15.2K -78 -10%
FFA
672
Farther Finance Advisors
California
$119K +$18.3K +94 +16%
CWM
673
Compass Wealth Management
Connecticut
$112K – – –
RIL
674
Rothschild Investment LLC
Illinois
$111K -$194 -1 -0.2%
EB
675
Eastern Bank
Massachusetts
$108K -$1.81M -9,303 -94%