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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
401
Sage Rhino Capital
California
$43.7K +$763 +180 +2%
CH
402
Cromwell Holdings
Wyoming
$43.5K
AF
403
Allworth Financial
California
$42.4K +$6.47K +1,526 +15%
NW
404
NewEdge Wealth
Pennsylvania
$42.1K +$48.8K +11,498 New
TG
405
TCW Group
California
$41K
IDA
406
Intelligence Driven Advisers
California
$40.5K -$2.07K -489 -4%
PWM
407
Perigon Wealth Management
California
$39.5K -$590 -139 -1%
SGA
408
Strategic Global Advisors
California
$39.5K -$1.02M -239,557 -96%
VCM
409
Versant Capital Management
Arizona
$37.8K -$44.5K -10,485 -50%
PAS
410
Park Avenue Securities
New York
$37K -$337K -79,403 -89%
CS
411
Candriam SCA
Luxembourg
$36.8K
AF
412
Abound Financial
California
$36.6K
RSWM
413
Robertson Stephens Wealth Management
California
$36.6K +$42.4K +10,000 New
AWM
414
Activest Wealth Management
Florida
$36.1K
BWA
415
Basecamp Wealth Advisors
Washington
$34.7K -$5.05K -1,191 -11%
DZ Bank
416
DZ Bank
Germany
$34.4K -$47.4M -11,169,085 -100%
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$27.7K +$12.5K +2,938 +64%
SS
418
Sunbelt Securities
Texas
$27.5K
MA
419
Montag & Associates
Georgia
$27.4K +$31.8K +7,500 New
AAP
420
Arax Advisory Partners
Colorado
$27.1K +$1.82K +429 +6%
AIS
421
Advocate Investing Services
Maryland
$25.6K
FFA
422
Farther Finance Advisors
California
$24.5K -$13.3K -3,134 -32%
BBHC
423
Brown Brothers Harriman & Co
New York
$23.8K +$27.6K +6,515 New
PWPS
424
Pinnacle Wealth Planning Services
Ohio
$19K -$5.25K -1,237 -19%
MMCM
425
Murphy & Mullick Capital Management
New York
$18.3K