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Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
226
Geneos Wealth Management
Colorado
$6.81K – – –
SIS
227
Strategic Investment Solutions
Illinois
$6.81K – – –
Mitsubishi UFJ Asset Management
228
Mitsubishi UFJ Asset Management
Japan
$6.54K – – –
Farther Finance Advisors
229
Farther Finance Advisors
California
$5.39K +$5.26K +1,156 +3,853%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$4.99K – – –
HT
231
Headlands Technologies
Illinois
$4.91K +$4.92K +1,082 New
Sterling Capital Management
232
Sterling Capital Management
North Carolina
$4.69K +$4.7K +1,034 New
BONH
233
Bank of New Hampshire
New Hampshire
$4.54K – – –
Bartlett & Co Wealth Management
234
Bartlett & Co Wealth Management
Ohio
$4.54K – – –
CWM
235
Compass Wealth Management
Connecticut
$3.18K +$3.18K +700 New
Carson Wealth (CWM LLC)
236
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.39K +525 +234%
Bessemer Group
237
Bessemer Group
New Jersey
$3K +$2.57K +565 New
TCOV
238
Trust Company of Vermont
Vermont
$2.72K – – –
RIL
239
Rothschild Investment LLC
Illinois
$2.56K +$1.55K +340 +151%
GSEP
240
Golden State Equity Partners
California
$2.03K +$2.03K +447 New
HM Payson & Co
241
HM Payson & Co
Maine
$1.54K – – –
AssetMark Inc
242
AssetMark Inc
California
$1.52K – – –
Parallel Advisors
243
Parallel Advisors
California
$1.3K +$45 +10 +4%
CA
244
Centerpoint Advisors
Massachusetts
$1K – – –
Arax Advisory Partners
245
Arax Advisory Partners
Colorado
$899 -$1.31K -289 -59%
CPA
246
Capital Performance Advisors
California
$690 +$691 +152 New
CFO
247
CVA Family Office
Colorado
$586 – – –
CAM
248
Costello Asset Management
Pennsylvania
$522 +$523 +115 New
PMFA
249
Plante Moran Financial Advisors
Michigan
$499 – – –
GM
250
GeoWealth Management
Illinois
$459 +$459 +101 New