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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
151
Stratos Wealth Partners
Ohio
$749K -$105K -4,189 -19%
IIA
152
IPG Investment Advisors
California
$747K -$170K -6,775 -27%
NA
153
NewEdge Advisors
Louisiana
$744K +$393K +15,678 +738%
BFG
154
Bleakley Financial Group
New Jersey
$726K -$577 -23 -0.1%
MML Investors Services
155
MML Investors Services
Massachusetts
$719K +$432K +17,207 New
Principal Financial Group
156
Principal Financial Group
Iowa
$718K -$34.9K -1,393 -7%
CCC
157
Chesapeake Capital Corp
Florida
$709K +$425K +16,966 New
GLA
158
Good Life Advisors
Pennsylvania
$657K -$324K -12,916 -45%
SGAM
159
Smith Group Asset Management
Texas
$627K +$376K +15,000 New
X
160
Xponance
Pennsylvania
$618K +$39.3K +1,569 +12%
Prudential Financial
161
Prudential Financial
New Jersey
$615K +$6.27K +250 +2%
HA
162
Huntleigh Advisors
Missouri
$596K +$358K +14,260 New
PPP
163
Private Portfolio Partners
New Jersey
$591K +$50.9K +2,030 +17%
CCFM
164
Clear Creek Financial Management
Washington
$589K +$354K +14,108 New
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$586K +$98.9K +3,945 +39%
VWA
166
Visionary Wealth Advisors
Illinois
$567K +$340K +13,566 New
IAA
167
Independent Advisor Alliance
North Carolina
$556K +$334K +13,313 New
WSFS
168
Wilmington Savings Fund Society
Delaware
$549K +$330K +13,145 New
DWP
169
Daymark Wealth Partners
Ohio
$547K +$27.6K +1,100 +9%
PCIA
170
Prime Capital Investment Advisors
Kansas
$522K +$313K +12,486 New
JCM
171
Jacobi Capital Management
Pennsylvania
$512K +$307K +12,260 New
BP
172
BBR Partners
New York
$499K
PP
173
PDS Planning
Ohio
$494K +$7.52K +300 +3%
GAM
174
Gotham Asset Management
New York
$474K +$285K +11,357 New
Mercer Global Advisors
175
Mercer Global Advisors
Colorado
$474K +$285K +11,346 New