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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
151
Capital Performance Advisors
California
$213K -$22.3K -525 -9%
Focus Partners Wealth
152
Focus Partners Wealth
Massachusetts
$205K +$206K +4,850 New
Lido Advisors
153
Lido Advisors
California
$201K -$119K -2,796 -37%
CWA
154
CogentBlue Wealth Advisors
Tennessee
$200K +$202K +4,746 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$190K +$24.5K +577 +15%
FFA
156
Farther Finance Advisors
California
$181K +$1.57K +37 +0.9%
SAM
157
Smartleaf Asset Management
Massachusetts
$166K -$14.1K -332 -8%
AF
158
Allworth Financial
California
$165K +$52.5K +1,235 +46%
LFG
159
Larson Financial Group
Missouri
$101K +$36.4K +857 +56%
BWA
160
Basecamp Wealth Advisors
Washington
$97.9K
Wells Fargo
161
Wells Fargo
California
$90.4K -$9.61K -226 -10%
II
162
Inspire Investing
Idaho
$84.6K +$8.63K +203 +11%
Royal Bank of Canada
163
Royal Bank of Canada
Ontario, Canada
$70K +$7.32K +172 +11%
AAP
164
Arax Advisory Partners
Colorado
$68.2K -$155K -3,643 -69%
WIM
165
Westside Investment Management
California
$63.2K
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$60.4K +$6.29K +148 +12%
BIA
167
Bell Investment Advisors
California
$54.8K +$6.76K +159 +14%
Legal & General Group
168
Legal & General Group
United Kingdom
$52.4K
Barclays
169
Barclays
United Kingdom
$49K -$548K -12,876 -92%
JP Morgan Chase
170
JP Morgan Chase
New York
$39.1K +$8.55K +201 +28%
ASN
171
Advisory Services Network
Georgia
$35.9K +$36.1K +850 New
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$28.3K +$12.8K +301 +82%
MCM
173
MAI Capital Management
Ohio
$20.5K +$16.7K +393 +423%
PWA
174
Physician Wealth Advisors
Utah
$20.4K -$2.13K -50 -9%
SS
175
SBI Securities
Japan
$20.1K +$43 +1 +0.2%