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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
301
Wealthspire Advisors (New York)
New York
$101K +$86.3K +12,683 New
LNC
302
Lincoln National Corp
Pennsylvania
$101K +$1.34K +197 +2%
CF
303
Centaurus Financial
California
$101K -$1.18K -174 -1%
FAIM
304
Financial Advocates Investment Management
Washington
$101K +$85.8K +12,602 New
GJIC
305
Gamble Jones Investment Counsel
California
$98.9K
BA
306
Ballew Advisors
Mississippi
$98.8K
SRC
307
Sage Rhino Capital
California
$97.9K +$83.3K +12,243 New
AWM
308
Apollon Wealth Management
South Carolina
$96.6K -$891 -131 -1%
GFS
309
GYL Financial Synergies
Connecticut
$96.6K +$1.97K +290 +2%
Charles Schwab
310
Charles Schwab
California
$96.2K +$81.9K +12,031 New
HA
311
Herold Advisors
New York
$95.8K -$108K -15,849 -57%
GC
312
Guggenheim Capital
Illinois
$95.2K -$52.1K -7,655 -39%
KC
313
Kenfarb & Co
Kentucky
$93.6K
EWA
314
EP Wealth Advisors
California
$93.1K -$10.4K -1,523 -12%
CG
315
Caprock Group
Idaho
$92.2K +$78.4K +11,522 New
IF
316
Ironwood Financial
Arizona
$92K
SC
317
Saturna Capital
Washington
$92K
FFM
318
Forum Financial Management
Illinois
$89.8K +$1.48K +218 +2%
BIA
319
Bigelow Investment Advisors
Maine
$89.8K
TBA
320
Tower Bridge Advisors
Pennsylvania
$89.5K
BC
321
Barrett & Company
Rhode Island
$88.3K
MCM
322
MAI Capital Management
Ohio
$87.5K -$20.3K -2,985 -21%
Jane Street
323
Jane Street
New York
$87.4K -$14.6M -2,145,358 -99%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$87K -$27.4K -4,021 -27%
QI
325
Qtron Investments
Massachusetts
$86.4K