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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
201
Marquette Asset Management
Minnesota
$1.61K +$1.08K +27 +104%
Geneos Wealth Management
202
Geneos Wealth Management
Colorado
$1.51K – – –
Allworth Financial
203
Allworth Financial
California
$1.35K -$1.8K -45 -50%
EverSource Wealth Advisors
204
EverSource Wealth Advisors
Alabama
$1.32K -$718 -18 -29%
CSB
205
City State Bank
Iowa
$1.26K – – –
GPFA
206
Game Plan Financial Advisors
Ohio
$882 – – –
MassMutual Private Wealth & Trust
207
MassMutual Private Wealth & Trust
Connecticut
$857 – – –
SignatureFD
208
SignatureFD
Georgia
$829 -$1.56K -39 -59%
BL
209
BFSG LLC
California
$756 – – –
LWM
210
Lodestone Wealth Management
Washington
$756 +$998 +25 New
IAIM
211
International Assets Investment Management
Florida
$595 +$798 +20 New
RIL
212
Rothschild Investment LLC
Illinois
$557 -$1.04K -26 -59%
VFM
213
Vision Financial Markets
Connecticut
$504 – – –
RFP
214
Root Financial Partners
California
$504 +$678 +17 New
LI
215
LRI Investments
Florida
$501 +$678 +17 New
BFS
216
Bare Financial Services
Pennsylvania
$471 +$639 +16 New
Atlantic Union Bankshares
217
Atlantic Union Bankshares
Virginia
$467 -$239 -6 -29%
AIC
218
Archer Investment Corporation
Indiana
$459 – – –
W
219
WealthCollab
Washington
$454 +$599 +15 New
SageView Advisory Group
220
SageView Advisory Group
California
$441 +$599 +15 New
Larson Financial Group
221
Larson Financial Group
Missouri
$421 – – –
CPG
222
Cornerstone Planning Group
New Jersey
$408 – – –
CA
223
Crewe Advisors
Utah
$295 +$40 +1 +11%
US Bancorp
224
US Bancorp
Minnesota
$252 -$15.5K -388 -98%
GWSG
225
GPS Wealth Strategies Group
Colorado
$252 -$1.68K -42 -84%