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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Coldstream Capital Management
Washington
$64.9K -$2.67K -439 -4%
CAM
52
Cresset Asset Management
Illinois
$60.9K +$61.2K +10,051 New
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$50K +$6.12K +1,005 +14%
BTI
54
Blue Trust Inc
Georgia
$39K -$81.4K -13,358 -68%
IRC
55
Investors Research Corp
Georgia
$37K
ODG
56
O'Dell Group
Ohio
$27.6K +$27.7K +4,554 New
Wells Fargo
57
Wells Fargo
California
$27.3K
GWS
58
Glassman Wealth Services
Virginia
$27.1K +$615 +101 +2%
EWA
59
EverSource Wealth Advisors
Alabama
$18K
ACM
60
Aquatic Capital Management
Illinois
$11K +$11K +1,800 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$9K +$2.26K +371 +32%
JWA
62
JFS Wealth Advisors
Pennsylvania
$8.45K
JP Morgan Chase
63
JP Morgan Chase
New York
$8.25K
Osaic Holdings
64
Osaic Holdings
Arizona
$5.51K -$420 -69 -7%
GRP
65
Global Retirement Partners
California
$3.6K
KFI
66
Key Financial Inc
Pennsylvania
$3.57K +$3.47K +569 +2,845%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.39K
FFA
68
Farther Finance Advisors
California
$2.42K +$2.44K +400 New
US Bancorp
69
US Bancorp
Minnesota
$2.01K
HI
70
Harbour Investments
Wisconsin
$1.98K +$1.99K +326 New
SPIA
71
Steward Partners Investment Advisory
New York
$1.84K
UB
72
UMB Bank
Missouri
$1.53K
AWM
73
Abound Wealth Management
Tennessee
$1.33K +$1.34K +220 New
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$1.21K
GI
75
Gradient Investments
Minnesota
$1.19K +$1.2K +197 New