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Name Holding Trade Value Shares
Change
Change in
Stake
NFA
501
Northwest Financial Advisors
Virginia
$92.6K +$87.1K +855 New
CHA
502
Carmichael Hill & Associates
Maryland
$86.6K -$3.67K -36 -4%
BWP
503
Baldwin Wealth Partners
Massachusetts
$82.8K -$11.7K -115 -13%
EWA
504
EverSource Wealth Advisors
Alabama
$81.7K +$815 +8 +1%
AF
505
Allworth Financial
California
$81.7K -$6.72K -66 -8%
SIM
506
Sentry Investment Management
Wisconsin
$77K -$7.84K -77 -10%
DMBA
507
Deseret Mutual Benefit Administrators
Utah
$76.7K -$30.5K -299 -30%
EC
508
EntryPoint Capital
New York
$73.5K +$69.2K +679 New
PCM
509
Penserra Capital Management
California
$67K -$13.4K -132 -17%
AI
510
AXS Investments
New York
$66.6K -$1.53K -15 -2%
PA
511
Parallel Advisors
California
$65.9K +$2.55K +25 +4%
GRP
512
Global Retirement Partners
California
$65.7K +$18.5K +182 +43%
CBT
513
Central Bank & Trust
Kentucky
$65.2K -$38K -373 -38%
GI
514
GAMMA Investing
California
$64.5K +$59.5K +584 New
BL
515
BFSG LLC
California
$63.3K +$59.6K +585 New
HFM
516
Harvest Fund Management
China
$61K +$57.1K +560 New
GI
517
Gradient Investments
Minnesota
$60.6K
KI
518
Kapitalo Investimentos
Brazil
$55K -$25.6K -251 -33%
HCM
519
Hollencrest Capital Management
California
$55K
HPC
520
HM Payson & Co
Maine
$54.7K -$20.4K -200 -28%
Federated Hermes
521
Federated Hermes
Pennsylvania
$54.7K +$1.02K +10 +2%
TSW
522
Thompson Siegel & Walmsley
Virginia
$53K
RDFA
523
Ritter Daniher Financial Advisory
Ohio
$51.5K
AWM
524
Activest Wealth Management
Florida
$50.7K +$102 +1 +0.2%
PS
525
Principal Securities
Iowa
$48.8K +$46K +451 New