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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$7.39K -$1.61K -62 -16%
MA
252
MCF Advisors
Kentucky
$7.07K +$8.26K +318 New
BIA
253
Bell Investment Advisors
California
$5.16K +$6.02K +232 New
UB
254
UMB Bank
Missouri
$5.07K +$1.74K +67 +42%
NA
255
NewEdge Advisors
Louisiana
$3.58K -$588K -22,633 -99%
AAP
256
Arax Advisory Partners
Colorado
$3.34K -$8.23K -317 -68%
HFS
257
Hughes Financial Services
Virginia
$3.34K +$2.86K +110 +275%
KG
258
Kilter Group
New York
$3.23K +$2.1K +81 +127%
DMIC
259
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.22K -$2.99K -115 -44%
HNW
260
High Note Wealth
Minnesota
$2.49K – – –
LI
261
Louisbourg Investments
New Brunswick, Canada
$2.45K – – –
IAAG
262
Innovative Asset Advisors Group
Connecticut
$2.05K +$2.39K +92 New
SAM
263
Smartleaf Asset Management
Massachusetts
$1.82K -$2.47K -95 -53%
B
264
Birchbrook
Maine
$1.8K – – –
KCM
265
Key Capital Management
Tennessee
$1.65K +$1.92K +74 New
NSIM
266
North Star Investment Management
Illinois
$1.65K +$1.92K +74 New
FC
267
Financial Consulate
Maryland
$1.27K +$1.48K +57 New
SPIA
268
Steward Partners Investment Advisory
New York
$1.26K +$286 +11 +24%
TWD
269
True Wealth Design
Ohio
$1.22K +$182 +7 +15%
MCM
270
MV Capital Management
Maryland
$1.16K +$1.22K +47 +940%
ZBNA
271
Zions Bancorporation, National Association
Utah
$1.04K -$649 -25 -35%
CFO
272
CVA Family Office
Colorado
$979 +$1.14K +44 New
BFS
273
Bare Financial Services
Pennsylvania
$801 – – –
Northwestern Mutual Wealth Management
274
Northwestern Mutual Wealth Management
Wisconsin
$778 +$909 +35 New
SWM
275
SHP Wealth Management
Massachusetts
$756 +$883 +34 New