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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
201
Atomi Financial Group
New York
$245K -$8.21K -310 -3%
UCFA
202
United Capital Financial Advisors
Texas
$244K +$5.14K +194 +2%
DF
203
Dunhill Financial
United Kingdom
$244K -$26 -1 -0%
MHC
204
May Hill Capital
Massachusetts
$226K -$1.88K -71 -0.8%
WA
205
Waverly Advisors
Alabama
$224K -$16.7K -629 -7%
OFS
206
OneAscent Financial Services
Alabama
$220K -$371 -14 -0.2%
AssetMark Inc
207
AssetMark Inc
California
$219K -$261K -9,839 -55%
B
208
BetterWealth
California
$219K -$26 -1 -0%
PA
209
Parallel Advisors
California
$218K +$81.1K +3,063 +62%
WDL
210
Well Done LLC
Michigan
$214K -$53 -2 -0%
CCM
211
Coldstream Capital Management
Washington
$214K -$119K -4,504 -36%
National Bank of Canada
212
National Bank of Canada
Quebec, Canada
$211K -$9.85K -372 -5%
EI
213
Ellevest Inc
New York
$209K +$477 +18 +0.2%
BA
214
Bridgewater Advisors
New York
$208K +$210K +7,939 New
MSR
215
Main Street Research
Connecticut
$208K -$1.06K -40 -0.5%
Lido Advisors
216
Lido Advisors
California
$207K -$51.9K -1,961 -20%
BC
217
Bridgefront Capital
Texas
$206K +$201K +7,589 New
BWM
218
Bulltick Wealth Management
Florida
$206K
FPAS
219
Focus Partners Advisor Solutions
Missouri
$204K +$199K +7,505 New
MCM
220
MAI Capital Management
Ohio
$202K +$133K +5,032 +210%
PAG
221
Private Advisory Group
Washington
$202K +$197K +7,425 New
AF
222
Allworth Financial
California
$199K -$477 -18 -0.2%
IRC
223
Investors Research Corp
Georgia
$195K
EWA
224
EverSource Wealth Advisors
Alabama
$176K -$124K -4,673 -42%
FFA
225
Farther Finance Advisors
California
$161K +$1.38K +52 +0.9%