Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Mission Wealth Management
California
$203K +$203K +610 New
C
552
Certuity
Florida
$202K +$201K +606 New
PWM
553
Perigon Wealth Management
California
$201K +$200K +603 New
NW
554
NewEdge Wealth
Pennsylvania
$201K +$200K +602 New
SAM
555
Smartleaf Asset Management
Massachusetts
$198K – – –
S
556
SignatureFD
Georgia
$188K +$28.6K +86 +18%
AIP
557
Ameritas Investment Partners
Nebraska
$187K -$21.6K -65 -10%
EP
558
Essential Partners
California
$177K +$83.7K +252 +90%
AIM
559
Anchor Investment Management
South Carolina
$176K +$2.33K +7 +1%
HNB
560
Huntington National Bank
Ohio
$175K +$17.3K +52 +11%
WSFS
561
Wilmington Savings Fund Society
Delaware
$170K -$1.99K -6 -1%
SNBOSD
562
Security National Bank of So Dak
Iowa
$160K +$159K +480 New
DMBA
563
Deseret Mutual Benefit Administrators
Utah
$131K -$13K -39 -9%
CA
564
Clearstead Advisors
Ohio
$129K +$120K +362 +1,392%
GWP
565
Gen-Wealth Partners
Michigan
$128K +$128K +384 New
MG
566
Mather Group
Illinois
$127K +$7.64K +23 +6%
Optiver Holding
567
Optiver Holding
Netherlands
$126K +$126K +378 New
AF
568
Aviso Financial
Ontario, Canada
$120K -$3.65K -11 -3%
HBW
569
Hazlett, Burt & Watson
West Virginia
$108K – – –
Los Angeles Capital Management
570
Los Angeles Capital Management
California
$106K – – –
LFG
571
Larson Financial Group
Missouri
$105K +$16.9K +51 +19%
GKIM
572
GW&K Investment Management
Massachusetts
$104K -$1.66K -5 -2%
IA
573
IFP Advisors
Florida
$101K +$41.8K +126 +71%
MA
574
MCF Advisors
Kentucky
$100K – – –
GRP
575
Global Retirement Partners
California
$95.6K +$95.3K +287 New