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Name Holding Trade Value Shares
Change
Change in
Stake
II
351
Inspire Investing
Idaho
$37.6K +$41K +1,311 New
MCM
352
MAI Capital Management
Ohio
$36.7K -$5.04K -161 -11%
EI
353
EFG International
$36.4K +$39.7K +1,270 New
AssetMark Inc
354
AssetMark Inc
California
$33.2K +$3.6K +115 +11%
EWA
355
EverSource Wealth Advisors
Alabama
$32.3K -$1.91K -61 -5%
RFP
356
Root Financial Partners
California
$32.1K +$31.9K +1,020 +1,020%
JWM
357
Jessup Wealth Management
Ohio
$30.1K +$32.8K +1,050 New
SAG
358
SageView Advisory Group
California
$29K +$31.6K +1,009 New
UBP
359
Union Bancaire Privee
Switzerland
$28.8K
CLOS
360
Compagnie Lombard Odier SCmA
Switzerland
$25.8K -$120K -3,850 -81%
LFG
361
Larson Financial Group
Missouri
$24.3K -$19.1K -611 -42%
UBS AM
362
UBS AM
Illinois
$23K +$25K +801 New
NEWAS
363
N.E.W. Advisory Services
Wisconsin
$22.1K
BFM
364
Brooklands Fund Management
United Kingdom
$19.4K +$2.13K +68 New
TCM
365
Triumph Capital Management
Colorado
$18.7K +$20.4K +653 New
Nisa Investment Advisors
366
Nisa Investment Advisors
Missouri
$17.9K +$1.31K +42 +7%
HI
367
Harbour Investments
Wisconsin
$17.1K -$4.07K -130 -18%
HWP
368
Highline Wealth Partners
California
$16.2K +$4.53K +145 +35%
CPG
369
Cornerstone Planning Group
New Jersey
$16.1K +$3.13K +100 +22%
BAM
370
Byrne Asset Management
New Jersey
$14.3K +$4.69K +150 +43%
CIBC Private Wealth Group
371
CIBC Private Wealth Group
Georgia
$14.2K -$5.94K -190 -28%
W
372
WealthCollab
Washington
$13.9K
PSFG
373
Park Square Financial Group
Georgia
$13.1K +$11.9K +379 New
EC
374
Elequin Capital
New York
$12.7K +$13.8K +442 New
BIA
375
Bell Investment Advisors
California
$12.5K +$3.47K +111 +34%