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Name Holding Trade Value Shares
Change
Change in
Stake
IRC
201
Investors Research Corp
Georgia
$169K
CCM
202
Coldstream Capital Management
Washington
$167K +$174K +7,109 New
Jones Financial Companies
203
Jones Financial Companies
Missouri
$164K -$75.6K -3,088 -31%
CAL
204
Capital Analysts LLC
Pennsylvania
$154K -$81.4K -3,328 -34%
SAM
205
Smartleaf Asset Management
Massachusetts
$134K +$19.4K +791 +16%
FCM
206
Firsthand Capital Management
California
$121K -$52.9K -2,162 -30%
GWM
207
Geneos Wealth Management
Colorado
$121K +$39.4K +1,608 +46%
AF
208
Allworth Financial
California
$115K +$17.1K +698 +16%
HNB
209
Huntington National Bank
Ohio
$114K -$6.56K -268 -5%
AAP
210
Arax Advisory Partners
Colorado
$109K +$75K +3,066 +193%
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$106K +$171 +7 +0.2%
PA
212
Parallel Advisors
California
$88.4K +$2.54K +104 +3%
CI Investments Inc
213
CI Investments Inc
Ontario, Canada
$87K -$3.6K -147 -4%
BTI
214
Blue Trust Inc
Georgia
$86.1K -$56.9K -2,327 -39%
CH
215
Cromwell Holdings
Wyoming
$84.1K
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$82.7K -$3.13K -128 -4%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$81K -$7.86K -321 -9%
SWM
218
Spire Wealth Management
Virginia
$78.7K -$3.62K -148 -4%
CIAM
219
Caitong International Asset Management
Hong Kong
$62K +$59.4K +2,429 +1,168%
MEG
220
Millstone Evans Group
Colorado
$60K
PAM
221
Paradigm Asset Management
New York
$59.5K
HDIM
222
Hanson & Doremus Investment Management
Vermont
$59K
WTC
223
WhitTier Trust Company
Nevada
$55.1K
WA
224
Whipplewood Advisors
Colorado
$54.9K -$17K -696 -30%
FC
225
Fairscale Capital
New Hampshire
$52.9K