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Forrester Research

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EverSource Wealth Advisors
Alabama
$3.63K +$1.68K +257 +147%
Osaic Holdings
77
Osaic Holdings
Arizona
$2.46K +$1.26K +193 +193%
US Bancorp
78
US Bancorp
Minnesota
$2.31K
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$2K -$242 -37 -13%
JP Morgan Chase
80
JP Morgan Chase
New York
$1.83K -$30.4K -4,662 -96%
PWA
81
Physician Wealth Advisors
Utah
$1.49K
IA
82
IFP Advisors
Florida
$1.35K +$294 +45 +39%
FFA
83
Farther Finance Advisors
California
$1.28K +$607 +93 +158%
TWD
84
True Wealth Design
Ohio
$1.18K +$686 +105 +300%
RIL
85
Rothschild Investment LLC
Illinois
$1.08K +$679 +104 +433%
FFO
86
Fortitude Family Office
Arizona
$1.03K +$803 +123 New
RWM
87
Rialto Wealth Management
New York
$665 +$516 +79 New
TFA
88
Transamerica Financial Advisors
Florida
$311 +$183 +28 +311%
Wells Fargo
89
Wells Fargo
California
$168 -$28.3K -4,328 -100%
BWA
90
Basecamp Wealth Advisors
Washington
$168 +$26 +4 +25%
SIC
91
SJS Investment Consulting
Ohio
$135 +$59 +9 +129%
CIAM
92
Caitong International Asset Management
Hong Kong
$93 +$46 +7 +175%
WETS
93
Wealth Enhancement Trust Services
South Dakota
$93 +$72 +11 New
Optiver Holding
94
Optiver Holding
Netherlands
$50 -$731 -112 -95%
Nisa Investment Advisors
95
Nisa Investment Advisors
Missouri
$50 +$39 +6 New
CA
96
Clearstead Advisors
Ohio
$17 +$13 +2 New
JWM
97
JPL Wealth Management
Colorado
$9 +$7 +1 New
HNB
98
Huntington National Bank
Ohio
$8
KPF
99
K2 Principal Fund
Ontario, Canada
-$284K -50,178 Closed
Nuveen
100
Nuveen
North Carolina
-$106K -18,647 Closed