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Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$3.74K +$1.64K +90 +82%
NA
127
NewEdge Advisors
Louisiana
$3.55K +$3.46K +190 New
RWM
128
Raffa Wealth Management
District of Columbia
$3.46K
ASN
129
Advisory Services Network
Georgia
$3.27K +$3.18K +175 New
RFG
130
RFP Financial Group
Georgia
$3.17K -$4.91K -270 -61%
CFO
131
CVA Family Office
Colorado
$3.17K +$3.09K +170 New
Kayne Anderson Rudnick Investment Management
132
Kayne Anderson Rudnick Investment Management
California
$2.71K +$1.27K +70 +93%
BIA
133
Bell Investment Advisors
California
$2.62K -$637 -35 -20%
CFD
134
Creative Financial Designs
Indiana
$2.52K
FHA
135
First Horizon Advisors
Tennessee
$2.24K +$637 +35 +41%
BCWM
136
Bartlett & Co Wealth Management
Ohio
$2.14K
BC
137
Bartlett & Co
Ohio
$2K
GKIM
138
GW&K Investment Management
Massachusetts
$2K
IA
139
IFP Advisors
Florida
$1.96K
Jones Financial Companies
140
Jones Financial Companies
Missouri
$1.77K +$1.73K +95 New
GWM
141
Geneos Wealth Management
Colorado
$1.31K +$1.27K +70 New
BCM
142
Bourgeon Capital Management
Connecticut
$1.22K +$455 +25 +63%
BHWM
143
Beaird Harris Wealth Management
Texas
$1.22K +$1.18K +65 New
SAM
144
Smartleaf Asset Management
Massachusetts
$1.21K +$1.18K +65 New
AWM
145
Abound Wealth Management
Tennessee
$1.03K +$182 +10 +22%
TPCW
146
TD Private Client Wealth
New York
$1.03K
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$934 -$4.18K -230 -82%
BWM
148
Baystate Wealth Management
Massachusetts
$718
IFAM
149
Institutional & Family Asset Management
Colorado
$717
JFGIW
150
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$654 +$637 +35 New