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Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Clearstead Advisors
Ohio
$117K +$78.7K +6,116 +116%
CB
302
Commerce Bank
Missouri
$114K -$6.79K -528 -5%
C
303
Covestor
United Kingdom
$114K +$16.5K +1,283 +13%
PWM
304
Perigon Wealth Management
California
$112K +$77 +6 +0.1%
CM
305
Caption Management
Oklahoma
$111K -$247K -19,200 -64%
EF
306
Empowered Funds
Pennsylvania
$111K +$139K +10,800 New
SAF
307
Smith Anglin Financial
Texas
$111K +$5.5K +427 +4%
Janney Montgomery Scott
308
Janney Montgomery Scott
Pennsylvania
$109K -$162K -12,613 -54%
AAS
309
Avantax Advisory Services
Texas
$108K +$135K +10,507 New
Lazard Asset Management
310
Lazard Asset Management
New York
$106K +$51K +3,962 +61%
MAS
311
Meeder Advisory Services
Ohio
$105K +$132K +10,233 New
KOC
312
Koss-Olinger Consulting
Florida
$103K
HI
313
Harbour Investments
Wisconsin
$101K -$10.7K -833 -8%
EAM
314
Erste Asset Management
Austria
$99K -$2.44M -189,788 -95%
S
315
SignatureFD
Georgia
$94.8K +$5.17K +402 +5%
MCI
316
MRP Capital Investments
Georgia
$82.4K +$103K +8,000 New
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
$71.7K +$89.6K +6,966 New
CF
318
Corebridge Financial
Texas
$71.2K -$3.38K -263 -4%
QPBE
319
Quintet Private Bank (Europe)
Luxembourg
$68.7K
AF
320
Allworth Financial
California
$64.2K -$12.9K -999 -15%
SPIA
321
Steward Partners Investment Advisory
New York
$60.3K +$566 +44 +0.8%
TWD
322
True Wealth Design
Ohio
$56.1K +$3.68K +286 +6%
LC
323
Lindbrook Capital
California
$54.9K +$44.8K +3,479 +188%
RS
324
Rakuten Securities
Japan
$53K -$3.46K -269 -5%
CCM
325
Coldstream Capital Management
Washington
$47.8K +$59.8K +4,644 New