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Name Holding Trade Value Shares
Change
Change in
Stake
CF
176
Centaurus Financial
California
$110K +$129K +5,100 New
WFA
177
Wipfli Financial Advisors
Wisconsin
$107K +$125K +4,963 New
FIA
178
FNY Investment Advisers
New York
$107K +$126K +5,000 New
JWM
179
Janiczek Wealth Management
Colorado
$100K -$45K -1,780 -28%
PK
180
Pflug Koory
Nebraska
$98K -$2.53K -100 -2%
APA
181
American Portfolios Advisors
New York
$92.5K -$7.03K -278 -6%
BBHC
182
Brown Brothers Harriman & Co
New York
$87K
HIIFS
183
Harel Insurance Investments & Financial Services
Israel
$85K -$5.79K -229 -6%
LC
184
Lindbrook Capital
California
$83K +$11.6K +457 +14%
IA
185
IFP Advisors
Florida
$77K +$4.98K +197 +9%
GRP
186
Global Retirement Partners
California
$72K +$2.5K +99 +3%
BONH
187
Bank of New Hampshire
New Hampshire
$70K +$12.9K +510 +19%
JWA
188
JFS Wealth Advisors
Pennsylvania
$56K -$12.6K -497 -16%
CFG
189
CKW Financial Group
Hawaii
$56K
BWP
190
Baldwin Wealth Partners
Massachusetts
$49K
WT
191
Whittier Trust
California
$47K +$54.8K +2,169 New
GWM
192
Geneos Wealth Management
Colorado
$46K -$430 -17 -0.8%
EI
193
Ellevest Inc
New York
$45K -$27.3K -1,079 -34%
WTC
194
WhitTier Trust Company
Nevada
$43K -$2.83K -112 -5%
Carson Wealth (CWM LLC)
195
Carson Wealth (CWM LLC)
Nebraska
$42K +$5.16K +204 +12%
CAL
196
Capital Analysts LLC
Pennsylvania
$41K
MA
197
MCF Advisors
Kentucky
$35K
BTI
198
Blue Trust Inc
Georgia
$33K +$20.2K +800 +142%
EWA
199
EverSource Wealth Advisors
Alabama
$32K -$77.6K -3,070 -67%
AF
200
Advisornet Financial
Minnesota
$30K -$5.36K -212 -13%