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Name Holding Trade Value Shares
Change
Change in
Stake
PP
176
PDS Planning
Ohio
$86K +$4.04K +668 +5%
PWPS
177
Pinnacle Wealth Planning Services
Ohio
$82.5K
HFP
178
Holistic Financial Partners
Indiana
$82.5K +$4.7K +776 +6%
AAS
179
Avantax Advisory Services
Texas
$81.6K +$24 +4 +0%
TCWM
180
Total Clarity Wealth Management
Illinois
$81.3K
OC
181
Oppenheimer & Co
New York
$81K +$15.2K +2,505 +21%
RhumbLine Advisers
182
RhumbLine Advisers
Massachusetts
$77.9K -$18.3K -3,019 -18%
Cerity Partners
183
Cerity Partners
New York
$76.8K -$24.2K -4,003 -23%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$76.7K +$82.7K +13,677 New
Wealth Enhancement Advisory Services
185
Wealth Enhancement Advisory Services
Minnesota
$72.9K -$60 -10 -0.1%
Commonwealth Equity Services
186
Commonwealth Equity Services
Massachusetts
$72K +$77.4K +12,793 New
SFA
187
Sequoia Financial Advisors
Ohio
$71.5K +$684 +113 +0.9%
FC
188
Farringdon Capital
United Kingdom
$70.9K +$76.4K +12,632 New
SC
189
SouthState Corp
Florida
$66.5K
AAM
190
Aureus Asset Management
Massachusetts
$65.2K +$70.3K +11,619 New
Barclays
191
Barclays
United Kingdom
$63.9K +$9.83K +1,625 +17%
Franklin Resources
192
Franklin Resources
California
$63.1K +$623 +103 +0.9%
SIG
193
Sargent Investment Group
Maryland
$61.7K +$66.5K +11,000 New
WA
194
Westfuller Advisors
New York
$61.6K +$66.4K +10,977 New
EPAM
195
Euro Pacific Asset Management
Puerto Rico
$61K -$520 -86 -0.8%
Parallax Volatility Advisers
196
Parallax Volatility Advisers
California
$59.7K +$64.4K +10,640 New
First Trust Advisors
197
First Trust Advisors
Illinois
$58.6K -$15.8K -2,605 -20%
TC
198
TownSquare Capital
Utah
$57.9K +$1.6K +265 +3%
RBI
199
Raiffeisen Bank International
Austria
$57.8K
KIA
200
KCM Investment Advisors
California
$56.5K