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Name Holding Trade Value Shares
Change
Change in
Stake
BL
226
BFSG LLC
California
$233K +$2.85K +25 +1%
LGW
227
Leslie Global Wealth
Illinois
$231K
PA
228
Parallel Advisors
California
$231K +$80K +701 +50%
DWT
229
Dorsey & Whitney Trust
South Dakota
$226K +$234K +2,046 New
PAW
230
Plan A Wealth
Nebraska
$222K +$230K +2,013 New
SCA
231
Summit Creek Advisors
Minnesota
$221K
STA
232
Summit Trail Advisors
New York
$220K +$227K +1,991 New
HWAM
233
Hennion & Walsh Asset Management
New Jersey
$218K -$5.82K -51 -3%
MC
234
Moors & Cabot
Massachusetts
$211K -$4.91K -43 -2%
SC
235
Syon Capital
California
$200K +$207K +1,815 New
A
236
Allianz
Germany
$187K
TPCW
237
TD Private Client Wealth
New York
$179K -$37.3K -327 -17%
HIA
238
Harbor Investment Advisory
Maryland
$153K -$131K -1,143 -45%
BFPW
239
BOK Financial Private Wealth
Colorado
$143K
UCB
240
United Community Bank
South Carolina
$141K +$146K +1,280 New
Bessemer Group
241
Bessemer Group
New Jersey
$132K -$22.5K -197 -14%
HIM
242
Hillsdale Investment Management
Ontario, Canada
$108K +$6.85K +60 +7%
AssetMark Inc
243
AssetMark Inc
California
$102K -$138K -1,211 -57%
GI
244
GAMMA Investing
California
$102K +$62.7K +549 +147%
SPIA
245
Steward Partners Investment Advisory
New York
$93.8K +$685 +6 +0.7%
SAM
246
Smartleaf Asset Management
Massachusetts
$93.7K -$25.3K -222 -20%
AF
247
Allworth Financial
California
$77.1K +$7.54K +66 +10%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$74.5K +$21.8K +191 +39%
BWA
249
Basecamp Wealth Advisors
Washington
$74.4K -$3.77K -33 -5%
FP
250
Financial Perspectives
Minnesota
$70K