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Name Holding Trade Value Shares
Change
Change in
Stake
CMO
126
Covenant Multifamily Offices
Texas
$17K +$16.1K +537 New
FRA
127
Front Row Advisors
California
$16K +$10.1K +336 +187%
AIA
128
Alera Investment Advisors
Illinois
$15K +$2.67K +89 +23%
ST
129
Smithfield Trust
Pennsylvania
$12K -$929 -31 -7%
HR
130
Howe & Rusling
New York
$11K -$1.02K -34 -9%
AF
131
Advisornet Financial
Minnesota
$11K +$10.5K +352 New
MNBTD
132
Moody National Bank Trust Division
Texas
$10K – – –
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$10K +$5.09K +170 +895%
WAM
134
Wealthspire Advisors (Maryland)
Maryland
$9K -$1.38K -46 -14%
BL
135
Balentine LLC
Georgia
$9K – – –
KL
136
KWMG LLC
Kansas
$9K – – –
OIA
137
OneDigital Investment Advisors
Kansas
$8K -$4.79K -160 -39%
FPFS
138
First Personal Financial Services
North Carolina
$8K – – –
APA
139
American Portfolios Advisors
New York
$7.13K +$6.89K +230 New
ASN
140
Advisory Services Network
Georgia
$7K – – –
FMII
141
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
Federated Hermes
142
Federated Hermes
Pennsylvania
$6K – – –
FHA
143
First Horizon Advisors
Tennessee
$6K – – –
GWMIA
144
Global Wealth Management Investment Advisory
Florida
$6K – – –
MWNA
145
Marshall Wace North America
New York
$6K +$5.99K +200 New
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$5K – – –
EFSCE
147
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$3.51K +117 +205%
IWP
148
Icon Wealth Partners
Texas
$5K +$4.83K +161 New
BCA
149
Berman Capital Advisors
Georgia
$4K -$2.16K -72 -31%
RFC
150
Regions Financial Corp
Alabama
$4K -$509 -17 -11%