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Name Holding Trade Value Shares
Change
Change in
Stake
CP
176
Cornerstone Planning
North Carolina
$2.12M +$17.9K +196 +0.9%
UCFA
177
United Capital Financial Advisors
Texas
$2.09M -$48.8K -535 -2%
OC
178
Oppenheimer & Co
New York
$2.09M -$119K -1,308 -6%
AWM
179
Aprio Wealth Management
Georgia
$2.08M +$132K +1,447 +7%
S
180
SimplyRich
California
$2.03M +$3.31M +36,238 +290%
GRP
181
Global Retirement Partners
California
$1.96M +$1.88M +20,581 New
EARNEST Partners
182
EARNEST Partners
Georgia
$1.94M -$49.8K -546 -3%
SPIA
183
Steward Partners Investment Advisory
New York
$1.94M +$382K +4,184 +26%
AHL
184
Abel Hall LLC
Louisiana
$1.91M +$7.21K +79 +0.4%
CCM
185
Coldstream Capital Management
Washington
$1.9M -$578K -6,329 -24%
RC
186
RBF Capital
California
$1.9M
AI
187
Atria Investments
North Carolina
$1.87M -$659K -7,224 -27%
FIA
188
Foundations Investment Advisors
Arizona
$1.86M +$141K +1,545 +9%
PE
189
PCM Encore
Colorado
$1.85M +$27.8K +305 +2%
DADC
190
D.A. Davidson & Co
Montana
$1.84M -$7.76K -85 -0.4%
VCM
191
Versant Capital Management
Arizona
$1.82M +$38.4K +421 +2%
EAM
192
Everstar Asset Management
North Carolina
$1.8M +$224K +2,458 +18%
FCMA
193
Foresight Capital Management Advisors
Michigan
$1.79M -$17.8K -195 -1%
OIS
194
OneAscent Investment Solutions
Alabama
$1.77M +$1.7M +18,588 New
GC
195
Guggenheim Capital
Illinois
$1.73M +$26.6K +291 +2%
EI
196
Ellevest Inc
New York
$1.71M +$12K +132 +0.7%
DS
197
DRW Securities
Illinois
$1.7M -$190K -2,079 -10%
MFG
198
Merit Financial Group
Georgia
$1.68M +$140K +1,535 +10%
SS
199
SBI Securities
Japan
$1.66M -$76.8K -842 -5%
GI
200
GAMMA Investing
California
$1.65M +$198K +2,173 +14%