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Name Holding Trade Value Shares
Change
Change in
Stake
CA
501
Clearstead Advisors
Ohio
$47.5K +$26.7K +156 +141%
MO
502
McMillan Office
Michigan
$46.4K +$44.6K +261 New
SPIA
503
Steward Partners Investment Advisory
New York
$43.1K +$342 +2 +0.8%
VIS
504
Vega Investment Solutions
France
$40.9K +$39.3K +230 New
OL
505
OneFund LLC
Florida
$39K +$1.88K +11 +5%
AF
506
Advisornet Financial
Minnesota
$38.8K +$3.25K +19 +10%
WT
507
Whittier Trust
California
$38.4K – – –
SIM
508
Sentry Investment Management
Wisconsin
$37K – – –
UB
509
UMB Bank
Missouri
$36.7K +$1.37K +8 +4%
CH
510
Cromwell Holdings
Wyoming
$35.4K +$9.91K +58 +41%
Loomis, Sayles & Company
511
Loomis, Sayles & Company
Massachusetts
$32.7K -$1.37K -8 -4%
PWPS
512
Pinnacle Wealth Planning Services
Ohio
$32.4K +$31.1K +182 New
SAG
513
SageView Advisory Group
California
$27.1K +$26K +152 New
LWANC
514
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.7K +$25.6K +150 New
GA
515
GoalVest Advisory
New York
$26.3K +$25.3K +148 New
PFBT
516
Parkside Financial Bank & Trust
Missouri
$24.4K +$5.47K +32 +30%
JSAM
517
J. Safra Asset Management
New York
$24.4K – – –
DIP
518
DT Investment Partners
Pennsylvania
$24.2K – – –
LSA
519
Leonteq Securities AG
Switzerland
$24K +$7.52K +44 +48%
IUHSA
520
Itau Unibanco Holding S.A.
Brazil
$23.8K +$13.7K +80 +148%
RFP
521
Root Financial Partners
California
$23.5K +$2.56K +15 +13%
RF
522
Rossby Financial
Florida
$23.3K -$113K -662 -83%
WTC
523
WhitTier Trust Company
Nevada
$23K – – –
IA
524
IFP Advisors
Florida
$23K -$2.73K -16 -11%
AAP
525
Arax Advisory Partners
Colorado
$22.2K -$182K -1,066 -90%