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Name Holding Trade Value Shares
Change
Change in
Stake
Forum Financial Management
151
Forum Financial Management
Illinois
$40.7K +$4.83K +121 +10%
Jones Financial Companies
152
Jones Financial Companies
Missouri
$39.2K +$18.2K +455 +54%
Farther Finance Advisors
153
Farther Finance Advisors
California
$37.9K +$16.2K +405 +48%
Winton Group
154
Winton Group
United Kingdom
$37.3K +$49.2K +1,233 New
Swiss Life Asset Management
155
Swiss Life Asset Management
$36.9K – – –
WA
156
Wealth Alliance
New York
$36.4K +$7.78K +195 +19%
Carnegie Investment Counsel
157
Carnegie Investment Counsel
Ohio
$35.2K +$2.51K +63 +6%
KBC Group
158
KBC Group
Belgium
$35K – – –
FOFP
159
Fee-Only Financial Planning
South Carolina
$33.1K – – –
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$33K -$8.42K -211 -16%
WC
161
Whitney & Co
New York
$32.9K – – –
Apollon Wealth Management
162
Apollon Wealth Management
South Carolina
$32.3K +$639 +16 +2%
HWP
163
Hibernia Wealth Partners
Louisiana
$32.1K +$42.4K +1,063 New
Simplify Asset Management
164
Simplify Asset Management
Nevada
$31.8K +$41.9K +1,050 New
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$31.5K +$39K +978 +1,505%
GSC
166
Ground Swell Capital
South Carolina
$29.6K +$39.1K +980 New
UAG
167
United Advisor Group
Ohio
$29.2K -$4.99K -125 -11%
Prospera Financial Services
168
Prospera Financial Services
Texas
$28.7K -$6.74K -169 -15%
Private Advisor Group
169
Private Advisor Group
New Jersey
$28K – – –
Brinker Capital Investments
170
Brinker Capital Investments
Pennsylvania
$27.5K -$125K -3,127 -77%
Royal Bank of Canada
171
Royal Bank of Canada
Ontario, Canada
$27K -$2.28M -57,239 -98%
Amalgamated Bank
172
Amalgamated Bank
New York
$26K -$2.27K -57 -6%
Concurrent Investment Advisors
173
Concurrent Investment Advisors
Florida
$26K +$34.3K +859 New
Pathstone Holdings
174
Pathstone Holdings
New Jersey
$25.2K -$2.12K -53 -6%
MTIM
175
Marathon Trading Investment Management
Pennsylvania
$25.2K – – –