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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$20.9K – – –
OIA
177
Optimum Investment Advisors
Illinois
$20.9K – – –
BAM
178
Belpointe Asset Management
Nevada
$11.3K – – –
FCA
179
Fortis Capital Advisors
Kansas
$11.3K – – –
AF
180
Allworth Financial
California
$10.8K – – –
KFI
181
Key Financial Inc
Pennsylvania
$10.8K – – –
HWM
182
HighMark Wealth Management
Minnesota
$9.38K +$9.13K +45 New
CCA
183
Column Capital Advisors
Indiana
$9.18K – – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$9.18K – – –
LC
185
Lindbrook Capital
California
$8.34K – – –
PA
186
Parallel Advisors
California
$7.3K +$2.03K +10 +40%
WPA
187
West Paces Advisors
Georgia
$5.84K – – –
SPIA
188
Steward Partners Investment Advisory
New York
$5.21K -$16.2K -80 -76%
CSPAM
189
Cary Street Partners Asset Management
Virginia
$4.17K – – –
JFGIW
190
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.13K – – –
RFG
191
RFP Financial Group
Georgia
$3.13K – – –
AAG
192
Armstrong Advisory Group
Massachusetts
$2.5K – – –
SWM
193
Spire Wealth Management
Virginia
$2.09K – – –
SC
194
Schubert & Co
Texas
$1.67K +$406 +2 +33%
JWA
195
JFS Wealth Advisors
Pennsylvania
$1.46K +$406 +2 +40%
JFA
196
JNBA Financial Advisors
Minnesota
$1.46K +$1.42K +7 New
SFG
197
Steward Financial Group
Texas
$1K +$1.01K +5 +250%
BIA
198
Bell Investment Advisors
California
$626 – – –
SIC
199
SJS Investment Consulting
Ohio
$626 +$203 +1 +50%
AF
200
Advisornet Financial
Minnesota
$417 – – –