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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
151
Boyd Watterson Asset Management
Ohio
$25.2K -$5.08K -205 -18%
HAP
152
Harbor Asset Planning
Massachusetts
$23.6K
AF
153
Allworth Financial
California
$23.1K +$6.7K +270 +44%
CAL
154
Capital Analysts LLC
Pennsylvania
$20K
UB
155
UMB Bank
Missouri
$19.3K
BI
156
Binnacle Investments
Iowa
$19K +$8.88K +358 +97%
Acadian Asset Management
157
Acadian Asset Management
Massachusetts
$17K
Jones Financial Companies
158
Jones Financial Companies
Missouri
$16.9K +$1.96K +79 +14%
EWM
159
Evolution Wealth Management
Florida
$13.1K
IA
160
IFP Advisors
Florida
$12.9K -$1.02K -41 -8%
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$12.7K -$11.4K -459 -49%
FMP
162
Financial Management Professionals
Texas
$12.6K
AFG
163
Albion Financial Group
Utah
$12.4K
SL
164
Salomon & Ludwin
Virginia
$12.2K +$11.4K +460 +3,538%
LFG
165
Larson Financial Group
Missouri
$11.2K +$1.54K +62 +17%
MCM
166
MAI Capital Management
Ohio
$9.41K -$8.56K -345 -49%
TWD
167
True Wealth Design
Ohio
$9.27K +$8.8K +355 New
NA
168
NewEdge Advisors
Louisiana
$8.36K -$347 -14 -4%
Bessemer Group
169
Bessemer Group
New Jersey
$8K +$3.08K +124 +63%
PWA
170
Physician Wealth Advisors
Utah
$7.58K
GKIM
171
GW&K Investment Management
Massachusetts
$7K
PTC
172
Private Trust Company
Ohio
$7K +$2.06K +83 +45%
SPIA
173
Steward Partners Investment Advisory
New York
$6.79K
MG
174
Mather Group
Illinois
$6.79K +$6.45K +260 New
PFBT
175
Parkside Financial Bank & Trust
Missouri
$6.4K