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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Coldstream Capital Management
Washington
$23.1K +$26.6K +840 New
SAM
227
Shell Asset Management
Netherlands
$20K -$949 -30 -4%
AAM
228
Advisors Asset Management
Colorado
$18.4K +$21.2K +669 New
SW
229
SVB Wealth
Massachusetts
$17.6K +$20.2K +639 New
BCV
230
Banque Cantonale Vaudoise
Switzerland
$16K +$18.6K +588 New
LA
231
Legacy Advisors
Pennsylvania
$12.6K +$270K +8,535 +64%
FNWA
232
Financial Network Wealth Advisors
Utah
$10.7K +$12.4K +391 New
FFA
233
Farther Finance Advisors
California
$10.1K -$4.75K -150 -30%
CA
234
Clearstead Advisors
Ohio
$8.27K -$5.92K -187 -38%
GI
235
GAMMA Investing
California
$7.72K -$1.87K -59 -17%
WTA
236
Washington Trust Advisors
Massachusetts
$7.58K +$2.4K +76 +38%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$7K -$5.73K -181 -41%
SSG
238
Summit Securities Group
New York
$6.67K -$2.85K -90 -27%
WWM
239
Wolff Wiese Magana
California
$6.07K
Jones Financial Companies
240
Jones Financial Companies
Missouri
$5.84K -$759 -24 -11%
PTC
241
Private Trust Company
Ohio
$5.36K
Lazard Asset Management
242
Lazard Asset Management
New York
$5K -$1.07M -33,811 -99%
MAFA
243
MJT & Associates Financial Advisory
Minnesota
$4.78K +$5.5K +174 New
MEG
244
Millstone Evans Group
Colorado
$4.62K +$5.31K +168 New
QC
245
Quent Capital
New York
$3.76K
PWMG
246
Private Wealth Management Group
New Jersey
$3.02K -$1.17K -37 -25%
BAM
247
Bellevue Asset Management
Washington
$2.86K +$886 +28 +37%
PS
248
Principal Securities
Iowa
$2.69K
MCM
249
MAI Capital Management
Ohio
$2.44K +$1.3K +41 +85%
LFG
250
Larson Financial Group
Missouri
$1.73K +$1.52K +48 +320%