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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
751
TD Private Client Wealth
New York
$133K -$427 -2 -0.3%
APW
752
Aventura Private Wealth
Florida
$125K -$2.99K -14 -2%
WSFS
753
Wilmington Savings Fund Society
Delaware
$123K -$17.1K -80 -13%
AF
754
Allworth Financial
California
$122K +$4.69K +22 +4%
CFFP
755
Center for Financial Planning
Michigan
$120K – – –
MIM
756
MTM Investment Management
South Carolina
$114K – – –
MTC
757
Matrix Trust Company
Colorado
$104K -$215K -1,009 -69%
T
758
TOBAM
France
$104K -$35.8K -168 -27%
RCM
759
Richardson Capital Management
Wisconsin
$103K – – –
AT
760
Avalon Trust
New Mexico
$99.4K -$32K -150 -26%
AAP
761
Arax Advisory Partners
Colorado
$97.8K +$91.5K +429 New
BWM
762
Bullock Wealth Management
Indiana
$97.4K – – –
ZBNA
763
Zions Bancorporation, National Association
Utah
$95.1K +$21.5K +101 +32%
SAG
764
SageView Advisory Group
California
$94.9K +$88.7K +416 New
SAM
765
Smartleaf Asset Management
Massachusetts
$91.4K +$1.71K +8 +2%
RFP
766
Root Financial Partners
California
$88.7K +$23.3K +109 +39%
CA
767
Clearstead Advisors
Ohio
$88.3K -$28.4K -133 -26%
SWM
768
Spire Wealth Management
Virginia
$86.4K – – –
TCOV
769
Trust Company of Vermont
Vermont
$85.3K – – –
OL
770
OneFund LLC
Florida
$81.9K +$3.84K +18 +5%
WIM
771
Westside Investment Management
California
$81.5K – – –
AGWCA
772
Annis Gardner Whiting Capital Advisors
Florida
$80.3K +$2.56K +12 +4%
AIM
773
ARK Investment Management
Florida
$78.2K +$6.83K +32 +10%
CH
774
Cromwell Holdings
Wyoming
$77.5K – – –
CFO
775
CVA Family Office
Colorado
$75.9K – – –