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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
226
Blue Trust Inc
Georgia
$104K +$10K +2,130 +10%
EFG
227
Everhart Financial Group
Ohio
$104K +$4.59K +973 +5%
BWM
228
BCS Wealth Management
Tennessee
$103K +$4.71K +1,000 +5%
Truist Financial
229
Truist Financial
North Carolina
$103K +$18.3K +3,881 +23%
HWM
230
HB Wealth Management
Georgia
$103K +$528 +112 +0.5%
NFA
231
Northern Financial Advisors
Michigan
$101K
AAS
232
Ameritas Advisory Services
Nebraska
$99.4K -$52.7K -11,183 -35%
RSWM
233
Robertson Stephens Wealth Management
California
$98.8K
WVP
234
Worth Venture Partners
New Jersey
$98.2K -$23.6K -5,000 -20%
PI
235
PFG Investments
New York
$97.7K +$93.8K +19,898 New
PTC
236
Private Trust Company
Ohio
$97.5K
PTP
237
Platform Technology Partners
New York
$96.8K
AWA
238
Arkadios Wealth Advisors
Georgia
$96K -$12.7K -2,683 -12%
WA
239
Wealthstar Advisors
Texas
$93.8K
Geode Capital Management
240
Geode Capital Management
Massachusetts
$93.4K
PP
241
Pacifica Partners
Canada
$92K
FCI
242
Financial Counselors Inc
Kansas
$91K -$1.18K -250 -1%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$90.6K -$472 -100 -0.5%
MSFS
244
Main Street Financial Solutions
Pennsylvania
$90.3K
ASN
245
Advisory Services Network
Georgia
$88.7K -$607K -128,686 -88%
HPM
246
Hudson Portfolio Management
New York
$87.2K
PP
247
PDS Planning
Ohio
$86.3K +$82.8K +17,569 New
NAS
248
Nicolet Advisory Services
Wisconsin
$85.2K +$24 +5 +0%
CW
249
CreativeOne Wealth
Kansas
$85K +$4.73K +1,004 +6%
CF
250
Cantor Fitzgerald
New York
$81.1K -$142K -30,086 -65%