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Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
126
Macquarie Group
Australia
$22K -$24.2K -278 Closed
Parallel Advisors
127
Parallel Advisors
California
$16K +$1.48K +17 +9%
WFA
128
Wipfli Financial Advisors
Wisconsin
$13K +$14.8K +170 New
TCI Wealth Advisors
129
TCI Wealth Advisors
Arizona
$11K +$5.57K +64 +86%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
OAJ
131
Ogorek Anthony Joseph
New York
$10K – – –
IFP Advisors
132
IFP Advisors
Florida
$8K +$3.22K +37 +50%
Aquatic Capital Management
133
Aquatic Capital Management
Illinois
$8K +$8.7K +100 New
SWA
134
Sutton Wealth Advisors
Florida
$6.33K +$6.96K +80 New
CIM
135
Contravisory Investment Management
Massachusetts
$5K – – –
HGERS
136
Householder Group Estate & Retirement Specialist
Arizona
$5K +$5.74K +66 New
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$4K -$87 -1 -2%
PWMG
138
Prestige Wealth Management Group
New Jersey
$3K -$261 -3 -7%
JWA
139
JFS Wealth Advisors
Pennsylvania
$2K -$1.04K -12 -34%
MassMutual Private Wealth & Trust
140
MassMutual Private Wealth & Trust
Connecticut
$2K – – –
Quadrant Capital Group
141
Quadrant Capital Group
Ohio
$2K – – –
SignatureFD
142
SignatureFD
Georgia
$2K – – –
SC
143
Schubert & Co
Texas
$2K +$348 +4 +24%
GWS
144
Glassman Wealth Services
Virginia
$1K -$87 -1 -5%
BIA
145
Bell Investment Advisors
California
$1K – – –
Federated Hermes
146
Federated Hermes
Pennsylvania
$1K – – –
DI
147
Disciplined Investments
Oklahoma
$1K +$87 +1 +17%
Citadel Advisors
148
Citadel Advisors
Florida
– -$764K -8,781 Closed
Wellington Management Group
149
Wellington Management Group
Massachusetts
– -$471K -5,524 Closed
Truist Financial
150
Truist Financial
North Carolina
– -$438K -5,140 Closed