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Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MCF Advisors
Kentucky
$107K -$156K -25,285 -55%
NWA
202
Navis Wealth Advisors
New York
$105K +$126K +20,500 New
Truist Financial
203
Truist Financial
North Carolina
$103K -$100K -16,287 -45%
PFWA
204
Paces Ferry Wealth Advisors
Georgia
$103K
CFO
205
Callan Family Office
Pennsylvania
$101K +$122K +19,742 New
TWM
206
Trueblood Wealth Management
Ohio
$99K +$31.2K +5,055 +35%
IC
207
IEQ Capital
California
$93.2K -$15.8K -2,565 -12%
MWM
208
Mission Wealth Management
California
$92.8K -$705K -114,209 -86%
GWM
209
Greenwich Wealth Management
Connecticut
$91K -$1.31K -213 -1%
PP
210
PDS Planning
Ohio
$90.1K -$17.9K -2,900 -14%
TCM
211
Traynor Capital Management
Pennsylvania
$87.2K +$31.4K +5,083 +42%
CIBC World Market
212
CIBC World Market
Ontario, Canada
$86K +$2.52K +409 +2%
Mercer Global Advisors
213
Mercer Global Advisors
Colorado
$80.2K +$97.1K +15,735 New
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$80K -$8.24K -1,335 -8%
SWTS
215
Stonehaven Wealth & Tax Solutions
Wisconsin
$79.7K +$96.4K +15,625 New
RA
216
RFG Advisory
Alabama
$78.6K +$7.35K +1,191 +8%
CLOS
217
Compagnie Lombard Odier SCmA
Switzerland
$78.5K -$2.29K -372 -2%
TWM
218
Tradition Wealth Management
Minnesota
$77.1K -$10.5K -1,700 -10%
Thrivent Financial for Lutherans
219
Thrivent Financial for Lutherans
Minnesota
$76K
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$74.6K -$3.28K -531 -3%
CL
221
Choreo LLC
Illinois
$72.2K -$62.1K -10,059 -43%
FHC
222
First Heartland Consultants
Missouri
$72K -$3.13K -507 -3%
EGM
223
Engineers Gate Manager
New York
$71.9K -$710K -115,078 -89%
GAM
224
Gotham Asset Management
New York
$70.9K
VT
225
Vise Technologies
New York
$70.4K +$85.2K +13,806 New