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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
726
WFA Asset Management
Wisconsin
$161K +$492 +3 +0.3%
KC
727
Kenfarb & Co
Kentucky
$157K
Carson Wealth (CWM LLC)
728
Carson Wealth (CWM LLC)
Nebraska
$152K +$82.2K +501 +108%
OIA
729
Optimum Investment Advisors
Illinois
$145K
NR
730
Newfound Research
Massachusetts
$141K +$76.8K +468 +109%
SC
731
SouthState Corp
Florida
$140K
KFP
732
KB Financial Partners
New Jersey
$139K -$16.2K -99 -10%
QC
733
Quent Capital
New York
$137K +$83.3K +508 +138%
WTC
734
WhitTier Trust Company
Nevada
$127K
IFAM
735
Institutional & Family Asset Management
Colorado
$126K
MCM
736
Manchester Capital Management
Vermont
$125K
CYG
737
Clean Yield Group
Vermont
$124K -$8.2K -50 -6%
Loomis, Sayles & Company
738
Loomis, Sayles & Company
Massachusetts
$123K +$5.25K +32 +4%
BFEC
739
Benjamin F. Edwards & Company
Missouri
$121K
ASBI
740
American State Bank (Iowa)
Iowa
$118K
GTAM
741
Global Trust Asset Management
Florida
$112K
PCM
742
Penserra Capital Management
California
$110K +$10K +61 +10%
C
743
Covestor
United Kingdom
$110K +$56.9K +347 +99%
WTA
744
Washington Trust Advisors
Massachusetts
$107K +$5.41K +33 +5%
PFS
745
Prospera Financial Services
Texas
$101K +$105K +639 New
CFGS
746
Concourse Financial Group Securities
Alabama
$97K +$7.71K +47 +8%
MMG
747
Monetary Management Group
Missouri
$94K
TFP
748
Tilia Fiduciary Partners
North Carolina
$92K +$164 +1 +0.2%
MPWT
749
MassMutual Private Wealth & Trust
Connecticut
$87K -$96.8K -590 -52%
FF
750
FourThought Financial
Florida
$87K +$328 +2 +0.4%