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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
551
Geneos Wealth Management
Colorado
$100K +$38.9K +139 +331%
AF
552
Allworth Financial
California
$97.6K +$5.31K +19 +6%
OWP
553
ORG Wealth Partners
Texas
$91.8K +$95.6K +342 New
EWA
554
EverSource Wealth Advisors
Alabama
$90.5K +$38.3K +137 +67%
CI Investments Inc
555
CI Investments Inc
Ontario, Canada
$89K -$15.1K -54 -14%
NAAA
556
New Age Alpha Advisors
New York
$88.9K -$21K -75 -18%
SPIA
557
Steward Partners Investment Advisory
New York
$86.8K -$123K -440 -57%
CIAM
558
Caitong International Asset Management
Hong Kong
$86.5K +$22.4K +80 +33%
AAG
559
Accordant Advisory Group
Maryland
$79.9K
BF
560
BOK Financial
Oklahoma
$79.9K
CA
561
Clearstead Advisors
Ohio
$78.5K +$18.7K +67 +29%
MPWT
562
MassMutual Private Wealth & Trust
Connecticut
$78K +$19.6K +70 +31%
AIM
563
Anchor Investment Management
South Carolina
$75.9K
WA
564
WPG Advisers
Maryland
$75.4K +$559 +2 +0.7%
HNB
565
Huntington National Bank
Ohio
$75.1K +$10.9K +39 +16%
CFD
566
Creative Financial Designs
Indiana
$61.5K -$24.6K -88 -28%
ST
567
Smithfield Trust
Pennsylvania
$61K
AAP
568
Arax Advisory Partners
Colorado
$59.4K -$25.4K -91 -29%
NSIM
569
North Star Investment Management
Illinois
$59.4K
BBHC
570
Brown Brothers Harriman & Co
New York
$52.7K +$15.7K +56 +39%
WTC
571
WhitTier Trust Company
Nevada
$48.5K
TPCW
572
TD Private Client Wealth
New York
$47.9K -$1.4K -5 -3%
WT
573
Whittier Trust
California
$46.3K
CI
574
Cordant Inc
Oregon
$44.7K
CH
575
Cromwell Holdings
Wyoming
$42.3K +$1.12K +4 +3%