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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$4.02K -$275 -15 -6%
S
77
SignatureFD
Georgia
$3.84K +$440 +24 +11%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$2.87K
Citigroup
79
Citigroup
New York
$1.91K -$5.41K -295 -71%
TWD
80
True Wealth Design
Ohio
$1.91K +$1.81K +99 +521%
FC
81
Financial Consulate
Maryland
$1.57K +$1.52K +83 +593%
SWM
82
SHP Wealth Management
Massachusetts
$1.51K +$1.71K +93 New
AssetMark Inc
83
AssetMark Inc
California
$1.49K +$1.04K +57 +163%
BTI
84
Blue Trust Inc
Georgia
$1.13K -$2.48K -135 -66%
JP Morgan Chase
85
JP Morgan Chase
New York
$1.09K +$843 +46 +184%
Nisa Investment Advisors
86
Nisa Investment Advisors
Missouri
$1.08K +$880 +48 +253%
JWM
87
JPL Wealth Management
Colorado
$1.07K +$1.21K +66 New
ASN
88
Advisory Services Network
Georgia
$923 +$1.04K +57 New
BIA
89
Bell Investment Advisors
California
$908 +$1.03K +56 New
VCM
90
Versant Capital Management
Arizona
$842 +$953 +52 New
AF
91
Allworth Financial
California
$584 -$550 -30 -45%
FDCDDQ
92
Federation des caisses Desjardins du Quebec
Quebec, Canada
$567 -$550 -30 -46%
JWA
93
JFS Wealth Advisors
Pennsylvania
$486 -$293 -16 -35%
PWA
94
Physician Wealth Advisors
Utah
$292 +$330 +18 New
FGAM
95
Financial Gravity Asset Management
Texas
$113 +$128 +7 New
IA
96
IFP Advisors
Florida
$113 +$128 +7 New
AAS
97
Ameritas Advisory Services
Nebraska
$65 +$73 +4 New
HI
98
Harbour Investments
Wisconsin
$65 +$73 +4 New
KCMH
99
Keywise Capital Management (HK)
Hong Kong
-$43M -2,290,675 Closed
Blackstone Inc
100
Blackstone Inc
New York
-$4.87M -259,702 Closed