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Name Holding Trade Value Shares
Change
Change in
Stake
SW
101
Simplicity Wealth
New Jersey
$222K +$17.3K +445 +8%
DWM
102
Drive Wealth Management
Utah
$218K +$2.64K +68 +1%
SIA
103
Schechter Investment Advisors
Michigan
$217K -$178K -4,591 -45%
FLPIM
104
F.L. Putnam Investment Management
Massachusetts
$202K +$203K +5,233 New
Wells Fargo
105
Wells Fargo
California
$175K +$5.94K +153 +3%
LC
106
Lindbrook Capital
California
$160K +$8.81K +227 +6%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$133K +$32.2K +830 +32%
UBS Group
108
UBS Group
Switzerland
$125K -$1.24M -31,934 -91%
VSQM
109
V-Square Quantitative Management
Illinois
$120K +$121K +3,104 New
EWA
110
EverSource Wealth Advisors
Alabama
$115K -$9.47K -244 -7%
JP Morgan Chase
111
JP Morgan Chase
New York
$111K -$9.51K -245 -8%
GI
112
GAMMA Investing
California
$98.2K +$12.3K +317 +14%
AWM
113
Avior Wealth Management
Nebraska
$91.8K -$22.2K -571 -19%
Osaic Holdings
114
Osaic Holdings
Arizona
$83.8K +$67.1K +1,729 +392%
MHR
115
Matthew Hamilton Rosenberg
$82.2K
ACM
116
Aquatic Capital Management
Illinois
$73.4K -$11.7K -300 -14%
Legal & General Group
117
Legal & General Group
United Kingdom
$47.9K
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$47.8K +$16K +411 +50%
ACA
119
Atlas Capital Advisors
Wyoming
$35.8K
AF
120
Allworth Financial
California
$23.8K +$1.13K +29 +5%
FFA
121
Farther Finance Advisors
California
$23.4K +$1.48K +38 +7%
OA
122
Operose Advisors
Wisconsin
$22K
PS
123
Principal Securities
Iowa
$21.1K -$60.3K -1,552 -74%
HBW
124
Hazlett, Burt & Watson
West Virginia
$18K
BIA
125
Bell Investment Advisors
California
$13.3K +$4.7K +121 +54%