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Name Holding Trade Value Shares
Change
Change in
Stake
SWS
151
SYSTM Wealth Solutions
Illinois
$36.4K +$2.01K +71 +5%
MSFP
152
Mark Sheptoff Financial Planning
Connecticut
$35.2K
FP
153
Financial Perspectives
Minnesota
$33.5K
Carson Wealth (CWM LLC)
154
Carson Wealth (CWM LLC)
Nebraska
$25K +$2.86K +101 +11%
PB
155
Pinnacle Bancorp
Nebraska
$24.4K
LC
156
Lindbrook Capital
California
$22.1K -$6.24K -220 -20%
FHA
157
First Horizon Advisors
Tennessee
$20.8K
GI
158
GAMMA Investing
California
$18.9K -$10.8K -382 -34%
AF
159
Allworth Financial
California
$16K +$822 +29 +5%
PTC
160
Private Trust Company
Ohio
$14.6K +$425 +15 +3%
RA
161
Rise Advisors
New York
$14.5K
LI
162
LRI Investments
Florida
$14K +$5.9K +208 +59%
RIL
163
Rothschild Investment LLC
Illinois
$13.7K +$3.57K +126 +30%
BTI
164
Blue Trust Inc
Georgia
$13K +$6.75K +238 +121%
UB
165
UMB Bank
Missouri
$12.8K -$3.37K -119 -19%
CFGS
166
Concourse Financial Group Securities
Alabama
$12.7K +$1.5K +53 +12%
FFA
167
Frazier Financial Advisors
Ohio
$11.7K
Northwestern Mutual Wealth Management
168
Northwestern Mutual Wealth Management
Wisconsin
$10.6K +$6.1K +215 +103%
PA
169
Parallel Advisors
California
$10.1K -$36.7K -1,293 -76%
POIA
170
Pin Oak Investment Advisors
Texas
$10K
OA
171
Operose Advisors
Wisconsin
$9.68K
CH
172
Cromwell Holdings
Wyoming
$9.55K +$10.8K +380 New
HCP
173
Hexagon Capital Partners
Arkansas
$8.04K +$28 +1 +0.3%
W
174
WealthCollab
Washington
$7.31K +$8.25K +291 New
Jones Financial Companies
175
Jones Financial Companies
Missouri
$7.26K +$8.19K +289 New