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Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
276
Global Retirement Partners
California
$149K -$36.5K -4,362 -19%
GWM
277
Gibbs Wealth Management
Georgia
$148K +$37.1K +4,444 +33%
Ameritas Advisory Services
278
Ameritas Advisory Services
Nebraska
$147K -$2.55K -305 -2%
Allspring Global Investments
279
Allspring Global Investments
North Carolina
$146K +$106K +12,637 +249%
EFS
280
Essex Financial Services
Connecticut
$145K +$6.72K +804 +6%
AT
281
Arden Trust
Delaware
$143K -$37.9K -4,531 -21%
BFS
282
Beacon Financial Strategies
North Carolina
$141K +$166K +19,875 New
Level Four Advisory Services
283
Level Four Advisory Services
Texas
$141K +$2.55K +305 +2%
Gabelli Funds
284
Gabelli Funds
New York
$140K – – –
Concurrent Investment Advisors
285
Concurrent Investment Advisors
Florida
$140K +$13.7K +1,635 +11%
MAM
286
Marotta Asset Management
Virginia
$139K -$2.28K -273 -2%
SMH
287
Sanders Morris Harris
Texas
$138K – – –
CC
288
Callan Capital
California
$137K +$36.1K +4,319 +35%
Stratos Wealth Partners
289
Stratos Wealth Partners
Ohio
$136K -$869 -104 -0.6%
Parallel Advisors
290
Parallel Advisors
California
$134K +$29.2K +3,495 +27%
KP
291
Keel Point
Alabama
$133K +$13.7K +1,637 +14%
SMA
292
Sage Mountain Advisors
Georgia
$132K +$22K +2,628 +20%
Simplicity Wealth
293
Simplicity Wealth
New Jersey
$132K -$1.26K -151 -0.9%
KMWM
294
Keudell/Morrison Wealth Management
Oregon
$132K +$16.1K +1,922 +14%
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$131K -$5.39K -645 -4%
Greenleaf Trust
296
Greenleaf Trust
Michigan
$130K +$132K +15,792 New
FHA
297
Flagship Harbor Advisors
Massachusetts
$130K -$2.55K -305 -2%
Independent Advisor Alliance
298
Independent Advisor Alliance
North Carolina
$128K +$3.38K +405 +3%
Flow Traders U.S.
299
Flow Traders U.S.
New York
$128K +$130K +15,503 New
CWM
300
Cornerstone Wealth Management
Missouri
$127K -$2.91K -348 -2%