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Mizuho Financial

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
76
Intelligence Driven Advisers
California
$43K +$44.5K +18,846 New
BSW
77
Buckingham Strategic Wealth
Missouri
$43K +$45.8K +19,392 New
FOA
78
Five Oceans Advisors
California
$42K +$4.78K +2,025 +12%
Vanguard Capital Wealth Advisors
79
Vanguard Capital Wealth Advisors
Colorado
$41K -$13.7K -5,797 -24%
BTI
80
Blue Trust Inc
Georgia
$41K +$37.7K +15,968 New
SSA
81
Schonfeld Strategic Advisors
New York
$40K -$4.72K -2,000 -10%
VIA
82
Vident Investment Advisory
Georgia
$36K +$1.79K +760 +5%
PFO
83
Pathstone Family Office
New Jersey
$35.3K -$4.38K -1,853 -11%
CPA
84
Capital Planning Advisors
California
$35K -$54.4K -23,055 -60%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$35K +$3.13K +1,326 +9%
OL
86
Optas LLC
Texas
$32K -$25.6K -10,820 -43%
PA
87
PFG Advisors
Arizona
$32K – – –
CAM
88
Cresset Asset Management
Illinois
$30K -$27.5K -11,647 -46%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$30K -$14K -5,914 -30%
KeyBank National Association
90
KeyBank National Association
Ohio
$29K -$9.92K -4,199 -24%
State Street
91
State Street
Massachusetts
$29K – – –
WCFA
92
Walkner Condon Financial Advisors
Wisconsin
$29K – – –
RCAG
93
Rehmann Capital Advisory Group
Michigan
$28.5K +$30K +12,718 New
LC
94
Lindbrook Capital
California
$28K +$6.44K +2,728 +28%
FAFN
95
First Affirmative Financial Network
Colorado
$28K +$29.1K +12,305 New
CL
96
CPWM LLC
Washington
$28K +$29.6K +12,538 New
CCM
97
Coldstream Capital Management
Washington
$27K +$28.9K +12,239 New
AIA
98
Alera Investment Advisors
Illinois
$25K +$83 +35 +0.3%
HWM
99
HB Wealth Management
Georgia
$24K -$3.27K -1,387 -12%
Citigroup
100
Citigroup
New York
$24K +$1.11K +471 +4%