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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
226
Compagnie Lombard Odier SCmA
Switzerland
$92.8K
TWM
227
Tradition Wealth Management
Minnesota
$91.7K +$459 +91 +0.6%
OIA
228
OneDigital Investment Advisors
Kansas
$90.8K +$10.1K +2,000 +15%
Thrivent Financial for Lutherans
229
Thrivent Financial for Lutherans
Minnesota
$89K
WANY
230
Wealthspire Advisors (New York)
New York
$86K +$6.48K +1,283 +10%
FHC
231
First Heartland Consultants
Missouri
$85.1K
GAM
232
Gotham Asset Management
New York
$83.8K
VSQM
233
V-Square Quantitative Management
Illinois
$82.7K +$10.2K +2,027 +17%
SWASL
234
Spartan Wealth Advisory Services LLC
Michigan
$82.3K +$68.9K +13,646 New
OL
235
Optas LLC
Texas
$81.4K +$68.2K +13,500 New
BPA
236
Beacon Pointe Advisors
California
$81.4K +$68.1K +13,495 New
RA
237
RFG Advisory
Alabama
$80.7K -$10.3K -2,031 -13%
CL
238
Choreo LLC
Illinois
$79.5K +$252 +50 +0.4%
Mercer Global Advisors
239
Mercer Global Advisors
Colorado
$78.9K -$13.4K -2,657 -17%
NS
240
Northland Securities
Minnesota
$78.4K +$5.05K +1,000 +8%
EWM
241
Empirical Wealth Management
Washington
$76.9K -$3.33K -660 -5%
HNB
242
Huntington National Bank
Ohio
$76.6K +$61.6K +12,206 +2,441%
HW
243
Hedeker Wealth
Illinois
$75.4K
SWP
244
Stratos Wealth Partners
Ohio
$75.1K +$2.27K +450 +4%
WFA
245
WMG Financial Advisors
Tennessee
$73.6K -$258 -51 -0.4%
HWM
246
HB Wealth Management
Georgia
$73.6K +$61.6K +12,198 New
GVAG
247
Great Valley Advisor Group
Delaware
$73K +$9.29K +1,839 +18%
SI
248
Sava Infond
Slovenia
$72.4K
BBVA
249
Banco Bilbao Vizcaya Argentaria
Spain
$70.4K +$61.2K +12,126 New
WA
250
Westfuller Advisors
New York
$70.4K