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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$53K -$15.7K -700 -22%
O
352
Ossiam
France
$50K +$53.6K +2,394 New
AS
353
Altshuler Shaham
Israel
$47K -$5.62K -251 -10%
SWM
354
Spire Wealth Management
Virginia
$45K +$7.84K +350 +19%
C
355
Covestor
United Kingdom
$45K +$20.6K +918 +74%
CFB
356
Cullen/Frost Bankers
Texas
$41K +$44.8K +2,000 New
RA
357
Resolute Advisors
California
$40K – – –
AF
358
Allworth Financial
California
$35K +$24.7K +1,104 +185%
MIFH
359
Migdal Insurance & Financial Holdings
Israel
$31K -$2.8K -125 -8%
VCM
360
Versant Capital Management
Arizona
$31K – – –
HIIFS
361
Harel Insurance Investments & Financial Services
Israel
$29K -$2.35K -105 -7%
SPIA
362
Steward Partners Investment Advisory
New York
$28K – – –
S
363
SignatureFD
Georgia
$26K +$4.7K +210 +20%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$25K -$6.94K -310 -21%
KTC
365
Kistler-Tiffany Companies
Pennsylvania
$22K – – –
AWM
366
Avondale Wealth Management
Texas
$21K – – –
LC
367
Lindbrook Capital
California
$21K +$15.9K +712 +238%
UB
368
UMB Bank
Missouri
$21K +$22.8K +1,020 New
ZIG
369
Zullo Investment Group
Pennsylvania
$19K -$7.62K -340 -27%
AWM
370
Accel Wealth Management
Iowa
$18K – – –
Baillie Gifford & Co
371
Baillie Gifford & Co
United Kingdom
$18K – – –
WFA
372
Wipfli Financial Advisors
Wisconsin
$16K +$17K +757 New
QC
373
Quent Capital
New York
$14K – – –
GRP
374
Global Retirement Partners
California
$13K -$45 -2 -0.3%
RTC
375
Riverview Trust Company
Washington
$13K – – –