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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
351
Kestra Advisory Services
Texas
$119K +$115K +1,023 New
AssetMark Inc
352
AssetMark Inc
California
$118K
EWA
353
EverSource Wealth Advisors
Alabama
$112K +$26.6K +237 +33%
LC
354
Lindbrook Capital
California
$107K +$95.7K +854 +1,294%
PMFA
355
Plante Moran Financial Advisors
Michigan
$105K
SOW
356
State of Wyoming
Wyoming
$103K +$7.51K +67 +8%
MG
357
Mather Group
Illinois
$103K +$4.37K +39 +5%
USB
358
Union Savings Bank
Connecticut
$87.2K
GI
359
GAMMA Investing
California
$85.7K +$14.2K +127 +21%
SPIA
360
Steward Partners Investment Advisory
New York
$85.2K +$2.8K +25 +4%
1IA
361
1620 Investment Advisors
Massachusetts
$83.7K +$2.24K +20 +3%
CYG
362
Clean Yield Group
Vermont
$81.4K
C
363
Covestor
United Kingdom
$80K -$31.5K -281 -29%
Jones Financial Companies
364
Jones Financial Companies
Missouri
$78.3K +$18.6K +166 +32%
FHA
365
First Horizon Advisors
Tennessee
$64.2K
API
366
Asset Planning Inc
California
$62K +$448 +4 +0.8%
WSFS
367
Wilmington Savings Fund Society
Delaware
$59.7K
AT
368
Avalon Trust
New Mexico
$58.1K -$3.36K -30 -6%
WSC
369
Wellington Shields & Co
New York
$58.1K
VCM
370
Versant Capital Management
Arizona
$51.1K +$14K +125 +40%
FFA
371
Farther Finance Advisors
California
$49.4K +$42.4K +378 +879%
Nomura Asset Management
372
Nomura Asset Management
Japan
$47.6K -$11.2K -100 -20%
IBOK
373
Independence Bank of Kentucky
Kentucky
$47.3K
M
374
MOTCO
Texas
$46.5K
ST
375
Smithfield Trust
Pennsylvania
$40K