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Name Holding Trade Value Shares
Change
Change in
Stake
Norden Group
201
Norden Group
Utah
$201K +$188K +5,271 New
Deutsche Bank
202
Deutsche Bank
Germany
$180K +$86.6K +2,433 +106%
Farther Finance Advisors
203
Farther Finance Advisors
California
$148K +$10.4K +291 +8%
Huntington National Bank
204
Huntington National Bank
Ohio
$141K -$12.7K -358 -9%
CH
205
Cromwell Holdings
Wyoming
$116K – – –
Transamerica Financial Advisors
206
Transamerica Financial Advisors
Florida
$95.4K +$40.1K +1,126 +81%
Russell Investments Group
207
Russell Investments Group
United Kingdom
$88.1K +$19.7K +553 +31%
EverSource Wealth Advisors
208
EverSource Wealth Advisors
Alabama
$80K -$100K -2,815 -57%
Salomon & Ludwin
209
Salomon & Ludwin
Virginia
$74.5K -$5.87K -165 -8%
Allworth Financial
210
Allworth Financial
California
$70.4K +$5.94K +167 +10%
W
211
WealthCollab
Washington
$69.3K – – –
Horizon Investments
212
Horizon Investments
North Carolina
$69.3K -$32K -899 -33%
BIM
213
Brentview Investment Management
Illinois
$67K – – –
AFC
214
Ares Financial Consulting
California
$56.7K – – –
BGAI
215
Bruce G. Allen Investments
Colorado
$55.7K -$2.88K -81 -5%
JTBR
216
James T. Borello RIA
Illinois
$53.5K +$19.1K +536 +62%
Larson Financial Group
217
Larson Financial Group
Missouri
$49.9K +$8.79K +247 +23%
OCWP
218
Owl Creek Wealth Partners
Colorado
$49.6K – – –
Brown Brothers Harriman & Co
219
Brown Brothers Harriman & Co
New York
$47.4K +$35.6K +1,001 +409%
Blue Trust Inc
220
Blue Trust Inc
Georgia
$46.5K +$36 +1 +0.1%
CIS
221
Custom Index Systems
New York
$37.4K +$35K +984 New
BWAM
222
Boyd Watterson Asset Management
Ohio
$36.7K – – –
HAP
223
Harbor Asset Planning
Massachusetts
$34.4K – – –
Rothschild Investment LLC
224
Rothschild Investment LLC
Illinois
$34K +$31.5K +885 +9,833%
UMB Bank
225
UMB Bank
Missouri
$28.2K – – –