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Name Holding Trade Value Shares
Change
Change in
Stake
AWS
226
Atria Wealth Solutions
New York
$102K
GRP
227
Global Retirement Partners
California
$101K +$13.4K +1,700 +13%
M&T Bank
228
M&T Bank
New York
$101K -$5.2K -658 -5%
SWM
229
Spire Wealth Management
Virginia
$98.7K +$9.59K +1,214 +10%
HSA
230
HBK Sorce Advisory
Pennsylvania
$96.3K -$23.4K -2,963 -18%
MAS
231
Meeder Advisory Services
Ohio
$93.5K +$101K +12,849 New
Franklin Resources
232
Franklin Resources
California
$92.5K +$3.97K +503 +4%
MIC
233
Means Investment Company
Maine
$88.8K -$30K -3,803 -24%
FFM
234
Forum Financial Management
Illinois
$86K
PA
235
Profund Advisors
Maryland
$84.6K -$26.6K -3,370 -22%
Truist Financial
236
Truist Financial
North Carolina
$82K +$88.9K +11,258 New
NRD
237
Nebula Research & Development
New York
$79.3K +$86K +10,898 New
Envestnet Asset Management
238
Envestnet Asset Management
Illinois
$77K +$83.5K +10,578 New
Public Employees Retirement Association of Colorado
239
Public Employees Retirement Association of Colorado
Colorado
$77K
CCG
240
Coastwise Capital Group
California
$76.1K
CF
241
Centaurus Financial
California
$76K -$12.3K -1,558 -13%
JWM
242
Jeppson Wealth Management
California
$73K -$21.3K -2,700 -21%
Russell Investments Group
243
Russell Investments Group
United Kingdom
$55.9K +$3.15K +399 +5%
QCG
244
Quadrant Capital Group
Ohio
$51.2K +$14.2K +1,795 +34%
US Bancorp
245
US Bancorp
Minnesota
$42.9K -$57.7K -7,306 -55%
AF
246
Allworth Financial
California
$41.7K +$10.7K +1,353 +31%
BAM
247
Belpointe Asset Management
Nevada
$40K +$703 +89 +1%
CWM
248
Compass Wealth Management
Connecticut
$39.5K
CA
249
Crewe Advisors
Utah
$35.4K
S
250
SignatureFD
Georgia
$35.4K -$124K -15,672 -76%