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Name Holding Trade Value Shares
Change
Change in
Stake
BIA
401
Bell Investment Advisors
California
$24K +$24.7K +454 New
Skandinaviska Enskilda Banken (SEB)
402
Skandinaviska Enskilda Banken (SEB)
Sweden
$23K – – –
Koshinski Asset Management
403
Koshinski Asset Management
Illinois
$22.7K +$22.8K +420 New
FWM
404
Focused Wealth Management
New York
$22K – – –
BCA
405
Berman Capital Advisors
Georgia
$21K +$3.48K +64 +20%
IAS
406
IMA Advisory Services
Colorado
$20K – – –
MA
407
MUFG Americas
New York
$20K +$20.6K +379 New
WTC
408
WhitTier Trust Company
Nevada
$15K – – –
EI
409
Ellevest Inc
New York
$15K +$9.56K +176 +185%
TCWM
410
Total Clarity Wealth Management
Illinois
$14K +$14.1K +260 New
IA
411
IFP Advisors
Florida
$13K +$489 +9 +4%
HWA
412
Heritage Wealth Advisors
Virginia
$12.3K – – –
TWA
413
TCI Wealth Advisors
Arizona
$12K +$2.77K +51 +30%
SAM
414
Strategic Asset Management
Minnesota
$12K +$11.2K +206 New
GWSG
415
GPS Wealth Strategies Group
Colorado
$11K – – –
JCM
416
Jacobi Capital Management
Pennsylvania
$11K – – –
KPCM
417
Kings Point Capital Management
New York
$11K – – –
LFG
418
Larson Financial Group
Missouri
$11K – – –
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$11K +$8.04K +148 +218%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$10K -$109 -2 -1%
CWP
421
Concord Wealth Partners
Virginia
$7K -$49.7K -915 -87%
CFGS
422
Concourse Financial Group Securities
Alabama
$7K -$652 -12 -8%
HI
423
Harbour Investments
Wisconsin
$7K – – –
SWM
424
Sugarloaf Wealth Management
Georgia
$7K – – –
WWM
425
Wolff Wiese Magana
California
$7K – – –