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Name Holding Trade Value Shares
Change
Change in
Stake
HI
401
Harbour Investments
Wisconsin
$51.7K +$22.6K +190 +70%
AWM
402
AllSquare Wealth Management
New York
$48.1K
AAM
403
Advisors Asset Management
Colorado
$42.3K +$44.8K +376 New
ACA
404
Atlas Capital Advisors
Wyoming
$41.2K +$1.91K +16 +5%
Robeco Institutional Asset Management
405
Robeco Institutional Asset Management
Netherlands
$37.4K
Credit Agricole
406
Credit Agricole
France
$31.4K
JFGIW
407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.5K +$3.58K +30 +13%
WSCM
408
Wellington Shields Capital Management
New York
$28.1K +$29.8K +250 New
QL
409
Quarry LP
New York
$28K +$21.1K +177 +246%
LC
410
Lindbrook Capital
California
$26.6K
TCPG
411
Trivant Custom Portfolio Group
California
$22.5K
BF
412
BOK Financial
Oklahoma
$19.5K +$20.6K +173 New
VSQM
413
V-Square Quantitative Management
Illinois
$19.2K +$20.4K +171 New
GM
414
GeoWealth Management
Illinois
$19K +$715 +6 +4%
EWA
415
EverSource Wealth Advisors
Alabama
$18.8K -$11.3K -95 -36%
UB
416
UMB Bank
Missouri
$17.9K +$358 +3 +2%
ETC
417
Exchange Traded Concepts
Oklahoma
$17K -$149K -1,248 -89%
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$15.7K -$2.5K -21 -13%
FFA
419
Farther Finance Advisors
California
$15K +$238 +2 +2%
JWM
420
Janiczek Wealth Management
Colorado
$14.8K
PWMG
421
Prestige Wealth Management Group
New Jersey
$13.9K -$3.1K -26 -17%
BTI
422
Blue Trust Inc
Georgia
$13K -$12.8K -107 -50%
SWM
423
Spire Wealth Management
Virginia
$11.3K +$12K +101 New
HWM
424
HighMark Wealth Management
Minnesota
$11.2K
OIA
425
Optimum Investment Advisors
Illinois
$11.2K