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Name Holding Trade Value Shares
Change
Change in
Stake
AP
201
Adero Partners
California
$119K +$10K +1,014 +9%
CCA
202
Checchi Capital Advisers
California
$119K
GI
203
GAMMA Investing
California
$117K +$41K +4,138 +56%
KWM
204
Kingsview Wealth Management
Oregon
$116K +$113K +11,370 New
BCM
205
Bayesian Capital Management
New York
$113K -$418K -42,200 -79%
PWPS
206
Pinnacle Wealth Planning Services
Ohio
$112K -$4.8K -485 -4%
VFA
207
Valeo Financial Advisors
Indiana
$112K +$1.58K +160 +1%
CH
208
Cromwell Holdings
Wyoming
$112K
CG
209
CFO4Life Group
Texas
$111K +$3.05K +308 +3%
SRC
210
Sage Rhino Capital
California
$109K -$1.24K -125 -1%
AWM
211
Apollon Wealth Management
South Carolina
$108K +$105K +10,618 New
JIC
212
Johnson Investment Counsel
Ohio
$105K
AA
213
Addison Advisors
Vermont
$70.7K +$168 +17 +0.2%
HNB
214
Huntington National Bank
Ohio
$55.8K -$8.35K -844 -13%
EWA
215
EverSource Wealth Advisors
Alabama
$52.4K +$6.34K +641 +14%
HCP
216
Hexagon Capital Partners
Arkansas
$51.7K +$16.1K +1,631 +47%
CA
217
Clearstead Advisors
Ohio
$49.5K -$57.1K -5,768 -54%
Lazard Asset Management
218
Lazard Asset Management
New York
$44K +$43.2K +4,361 New
Northwestern Mutual Wealth Management
219
Northwestern Mutual Wealth Management
Wisconsin
$43K +$20.5K +2,068 +96%
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$43K -$2.08K -210 -5%
WT
221
Whittier Trust
California
$41.7K +$40.6K +4,102 New
FDCDDQ
222
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.7K
TRCT
223
Tower Research Capital (TRC)
New York
$40K -$252K -25,493 -87%
WSFS
224
Wilmington Savings Fund Society
Delaware
$36.2K -$10 -1 -0%
GWM
225
Geneos Wealth Management
Colorado
$34.6K +$33.6K +3,399 New