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Name Holding Trade Value Shares
Change
Change in
Stake
RFP
301
Root Financial Partners
California
$17K +$18.1K +152 New
C
302
Covestor
United Kingdom
$14K -$238 -2 -2%
RA
303
Rise Advisors
New York
$13.5K
AssetMark Inc
304
AssetMark Inc
California
$13.3K +$11.7K +98 +467%
S
305
SignatureFD
Georgia
$13.2K -$1.9K -16 -12%
CIBC Private Wealth Group
306
CIBC Private Wealth Group
Georgia
$12.8K -$476 -4 -3%
SAM
307
Smartleaf Asset Management
Massachusetts
$11.6K +$10.3K +87 +458%
CA
308
Clearstead Advisors
Ohio
$10.4K -$50.5K -425 -82%
WT
309
Whittier Trust
California
$9.17K
RWS
310
Retirement Wealth Solutions
Wisconsin
$9.16K
AF
311
Allworth Financial
California
$7.71K +$3.33K +28 +68%
PS
312
Principal Securities
Iowa
$6.82K -$595 -5 -8%
HNB
313
Huntington National Bank
Ohio
$6.48K +$2.38K +20 +53%
JWA
314
JFS Wealth Advisors
Pennsylvania
$5.36K
MCM
315
MAI Capital Management
Ohio
$5.25K -$951 -8 -15%
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$5.25K
WWM
317
Wolff Wiese Magana
California
$5.14K
EPIMS
318
Evelyn Partners Investment Management Services
$5.14K
BFS
319
Bare Financial Services
Pennsylvania
$5.14K +$357 +3 +7%
HWM
320
Hemington Wealth Management
Virginia
$5K -$2.26K -19 -27%
BIA
321
Bell Investment Advisors
California
$4.69K
CIAM
322
Caitong International Asset Management
Hong Kong
$4.58K -$22.5K -189 -82%
Nisa Investment Advisors
323
Nisa Investment Advisors
Missouri
$3.8K
Jones Financial Companies
324
Jones Financial Companies
Missouri
$3.74K -$832 -7 -17%
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$3.58K