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Name Holding Trade Value Shares
Change
Change in
Stake
C
651
Covestor
United Kingdom
$76K -$834 -9 -1%
AF
652
Allworth Financial
California
$73.6K +$2.69K +29 +4%
UB
653
UMB Bank
Missouri
$73.6K +$34.3K +370 +112%
CFB
654
Cullen/Frost Bankers
Texas
$73.5K – – –
CIM
655
Chiron Investment Management
New York
$70.6K +$26.9K +290 +76%
CA
656
Clearstead Advisors
Ohio
$67.9K – – –
GWSA
657
Global Wealth Strategies & Associates
Colorado
$67.7K -$24K -259 -29%
EWA
658
EverSource Wealth Advisors
Alabama
$64.8K +$16.7K +180 +40%
GRP
659
Global Retirement Partners
California
$63.9K +$1.95K +21 +4%
VWM
660
Venturi Wealth Management
Texas
$63.5K +$18.8K +203 +50%
QC
661
Quent Capital
New York
$63.3K -$93 -1 -0.2%
HNB
662
Huntington National Bank
Ohio
$63K +$9.55K +103 +21%
ETC
663
Exchange Traded Concepts
Oklahoma
$61.9K -$409K -4,408 -88%
FPF
664
First Pacific Financial
Washington
$48.2K +$2.04K +22 +5%
PFBT
665
Parkside Financial Bank & Trust
Missouri
$43.7K +$834 +9 +2%
CSC
666
Caldwell Sutter Capital
California
$42.6K -$2.78K -30 -7%
BC
667
Broadwater Capital
Massachusetts
$42K – – –
HI
668
Hoey Investments
Pennsylvania
$42K – – –
CA
669
CoreCap Advisors
Michigan
$40.9K +$36.2K +390 New
FFA
670
Farther Finance Advisors
California
$40.6K +$4.17K +45 +13%
SWS
671
SYSTM Wealth Solutions
Illinois
$38.2K -$4.17K -45 -11%
RG
672
Retirement Group
California
$38K – – –
HFM
673
Hartford Financial Management
Connecticut
$35.7K +$1.58K +17 +5%
CA
674
Crewe Advisors
Utah
$35.1K +$31K +334 New
OP
675
ORG Partners
Indiana
$33.7K +$2.41K +26 +9%