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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Chemistry Wealth Management
New York
$216K – – –
FFA
352
Farther Finance Advisors
California
$214K +$2.92K +58 +1%
SA
353
Sanctuary Advisors
Indiana
$214K -$2.77K -55 -1%
FFM
354
Forum Financial Management
Illinois
$212K +$215K +4,273 New
BFO
355
Boston Family Office
Massachusetts
$208K – – –
NG
356
Northstar Group
New York
$206K – – –
CCM
357
Coldstream Capital Management
Washington
$164K -$60K -1,194 -26%
MCM
358
MAI Capital Management
Ohio
$163K -$8.09K -161 -5%
Daiwa Securities Group
359
Daiwa Securities Group
Japan
$156K -$791K -15,730 -83%
C
360
Covestor
United Kingdom
$141K +$10.5K +208 +8%
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$118K -$3.57K -71 -3%
MAM
362
Meeder Asset Management
Ohio
$115K +$117K +2,327 New
GI
363
GAMMA Investing
California
$113K -$12.6K -251 -10%
QL
364
Quarry LP
New York
$106K -$64.7K -1,287 -38%
BCWM
365
Bartlett & Co Wealth Management
Ohio
$99.2K +$101K +2,000 New
AssetMark Inc
366
AssetMark Inc
California
$97.5K -$2.31M -46,029 -96%
PFG
367
Putney Financial Group
California
$97.3K – – –
Bessemer Group
368
Bessemer Group
New Jersey
$91K -$2.92K -58 -3%
EWA
369
EverSource Wealth Advisors
Alabama
$90.9K +$30.5K +607 +50%
S
370
SignatureFD
Georgia
$76.1K -$19.5K -388 -20%
BCM
371
Blume Capital Management
California
$74.6K – – –
BTI
372
Blue Trust Inc
Georgia
$73.1K -$20.4K -406 -22%
CIBC Private Wealth Group
373
CIBC Private Wealth Group
Georgia
$66.9K -$12K -239 -14%
SAM
374
Smartleaf Asset Management
Massachusetts
$64.1K +$8.49K +169 +15%
OAM
375
Ostrum Asset Management
France
$61.1K -$74.2K -1,477 -55%