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Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
151
Institutional & Family Asset Management
Colorado
$876K +$128 +4 +0%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$852K -$12.9K -402 -1%
MOACM
153
Mutual of America Capital Management
New York
$842K +$37.2K +1,161 +4%
EWA
154
Exencial Wealth Advisors
Oklahoma
$820K – – –
OF
155
Outfitter Financial
Maine
$815K – – –
FFG
156
Fortem Financial Group
California
$812K +$892K +27,849 New
Thrivent Financial for Lutherans
157
Thrivent Financial for Lutherans
Minnesota
$801K -$11.2K -350 -1%
GA
158
GraniteShares Advisors
New York
$797K +$25.1K +785 +3%
OC
159
Oppenheimer & Co
New York
$769K +$432K +13,474 +104%
WPEP
160
Walnut Private Equity Partners
Nebraska
$755K – – –
CAN
161
Cetera Advisor Networks
California
$743K +$107K +3,331 +15%
PMAM
162
Penn Mutual Asset Management
Pennsylvania
$721K – – –
CRC
163
Curi RMB Capital
Illinois
$719K – – –
CC
164
Cannell & Co
New York
$705K +$52.8K +1,650 +7%
BI
165
Bramshill Investments
Florida
$700K – – –
Geode Capital Management
166
Geode Capital Management
Massachusetts
$672K -$26.1K -816 -3%
HA
167
HYA Advisors
Missouri
$665K – – –
FF
168
FourThought Financial
Florida
$656K -$34.9K -1,089 -5%
RSWM
169
Robertson Stephens Wealth Management
California
$648K +$392K +12,245 +122%
AFG
170
American Financial Group
Ohio
$641K – – –
Franklin Resources
171
Franklin Resources
California
$640K – – –
CWP
172
CFM Wealth Partners
Texas
$624K – – –
ASN
173
Advisory Services Network
Georgia
$618K +$3.62K +113 +0.5%
GIM
174
Groesbeck Investment Management
New Jersey
$612K -$509K -15,890 -43%
SC
175
Scotia Capital
Ontario, Canada
$604K +$664K +20,735 New