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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
226
BSW Wealth Partners
Colorado
$112K +$30.1K +6,558 +64%
TWM
227
Tradition Wealth Management
Minnesota
$112K – – –
OIA
228
OneDigital Investment Advisors
Kansas
$112K +$864 +188 +1%
DIG
229
DeepCurrents Investment Group
New York
$110K +$75.8K +16,503 New
Verition Fund Management
230
Verition Fund Management
Connecticut
$110K +$75.8K +16,503 New
IFG
231
Independent Financial Group
California
$105K -$33.4K -7,265 -32%
Bank of Nova Scotia
232
Bank of Nova Scotia
Ontario, Canada
$105K -$25.5K -5,546 -26%
MTWM
233
Masso Torrence Wealth Management
New Jersey
$103K -$257 -56 -0.4%
CLOS
234
Compagnie Lombard Odier SCmA
Switzerland
$103K – – –
PWPS
235
Pinnacle Wealth Planning Services
Ohio
$102K -$50.7K -11,028 -42%
SIA
236
Schechter Investment Advisors
Michigan
$102K +$70K +15,227 New
VFA
237
Valeo Financial Advisors
Indiana
$101K +$55 +12 +0.1%
PA
238
Parallel Advisors
California
$99.9K +$29.7K +6,458 +76%
Thrivent Financial for Lutherans
239
Thrivent Financial for Lutherans
Minnesota
$99K – – –
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$97.6K -$668K -145,301 -91%
AWM
241
Avior Wealth Management
Nebraska
$97.4K +$34.5K +7,510 +106%
CG
242
Caprock Group
Idaho
$96.2K -$3.3K -718 -5%
HI
243
Harbour Investments
Wisconsin
$92.5K -$5.32K -1,157 -8%
GCS
244
Gordian Capital (Singapore)
Singapore
$92.5K – – –
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$92.4K +$11.1K +2,418 +23%
SCP
246
Sivia Capital Partners
California
$91.6K +$63K +13,707 New
HIIFS
247
Harel Insurance Investments & Financial Services
Israel
$91K -$4.55K -991 -7%
Nomura Holdings
248
Nomura Holdings
Japan
$89K -$1.06M -229,641 -95%
CF
249
Cantor Fitzgerald
New York
$87.4K +$60.2K +13,089 New
GIA
250
Gladstone Institutional Advisory
Florida
$87.3K +$64 +14 +0.1%