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Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
801
Allworth Financial
California
$116K – – –
SIM
802
Sonora Investment Management
Arizona
$116K – – –
JFGIW
803
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K +$109K +391 New
GAM
804
Gemmer Asset Management
California
$107K +$69.4K +248 +207%
BWM
805
BerganKDV Wealth Management
Minnesota
$102K – – –
JFA
806
JNBA Financial Advisors
Minnesota
$102K – – –
CIA
807
Cascade Investment Advisors
Oregon
$102K – – –
Penserra Capital Management
808
Penserra Capital Management
California
$100K +$20.4K +73 +27%
TD Private Client Wealth
809
TD Private Client Wealth
New York
$96.7K -$5.03K -18 -5%
Group One Trading
810
Group One Trading
Illinois
$94K +$90.3K +323 New
Geneos Wealth Management
811
Geneos Wealth Management
Colorado
$91K +$2.24K +8 +3%
BCA
812
Berman Capital Advisors
Georgia
$90K +$3.64K +13 +4%
SouthState Corp
813
SouthState Corp
Florida
$89K – – –
Salem Investment Counselors
814
Salem Investment Counselors
North Carolina
$88K – – –
LC
815
Lindbrook Capital
California
$88K +$2.24K +8 +3%
USGIU
816
U.S. Global Investors (USGI)
Texas
$87K – – –
YAL
817
Your Advocates Ltd
Texas
$87K – – –
PA
818
Perennial Advisors
New York
$86K +$82.5K +295 New
Exchange Traded Concepts
819
Exchange Traded Concepts
Oklahoma
$85K +$73.3K +262 +873%
TCI Wealth Advisors
820
TCI Wealth Advisors
Arizona
$82K – – –
HCP
821
Hexagon Capital Partners
Arkansas
$80K – – –
RMC
822
Resources Management Corp
Connecticut
$77K – – –
SCA
823
Stuart Chaussee & Associates
California
$77K – – –
Arkadios Wealth Advisors
824
Arkadios Wealth Advisors
Georgia
$74K +$44.5K +159 +162%
IAIM
825
International Assets Investment Management
Florida
$74K +$628K +2,247 New