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Name Holding Trade Value Shares
Change
Change in
Stake
EP
326
Essential Partners
California
$68.1K +$12K +116 +21%
PFBT
327
Parkside Financial Bank & Trust
Missouri
$65.8K +$1.56K +15 +2%
FHC
328
First Horizon Corporation
Tennessee
$62.6K +$64.6K +622 New
SAM
329
Smartleaf Asset Management
Massachusetts
$62.1K +$38.2K +368 +146%
UB
330
UMB Bank
Missouri
$59.2K +$4.67K +45 +8%
MG
331
Mather Group
Illinois
$57.7K +$59.6K +574 New
BNP Paribas Asset Management
332
BNP Paribas Asset Management
France
$57K +$1.66K +16 +3%
RIL
333
Rothschild Investment LLC
Illinois
$48K +$49.5K +477 New
Jones Financial Companies
334
Jones Financial Companies
Missouri
$47.7K +$27.6K +266 +130%
QL
335
Quarry LP
New York
$46.1K +$23.2K +223 +95%
FFA
336
Farther Finance Advisors
California
$42.5K +$11.1K +107 +34%
PAM
337
Paradigm Asset Management
New York
$40.9K
QC
338
Quent Capital
New York
$38K +$39.1K +377 New
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$37.5K +$6.75K +65 +21%
Rockefeller Capital Management
340
Rockefeller Capital Management
New York
$36.8K +$38K +366 New
DMBA
341
Deseret Mutual Benefit Administrators
Utah
$35.3K +$8.72K +84 +31%
GWM
342
Geneos Wealth Management
Colorado
$33.9K -$11.5K -111 -25%
ASN
343
Advisory Services Network
Georgia
$32.8K +$33.9K +326 New
AF
344
Advisornet Financial
Minnesota
$32.7K
IA
345
IFP Advisors
Florida
$32.4K +$4.15K +40 +14%
AF
346
Allworth Financial
California
$31.1K +$12.4K +119 +63%
PIM
347
Plato Investment Management
Australia
$30.4K -$61.7K -594 -66%
W
348
WealthCollab
Washington
$29.4K
AA
349
Addison Advisors
Vermont
$24.8K +$4.46K +43 +21%
WSFS
350
Wilmington Savings Fund Society
Delaware
$23.8K -$96.1K -925 -80%