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Name Holding Trade Value Shares
Change
Change in
Stake
KOC
201
Koss-Olinger Consulting
Florida
$219K -$150K -5,636 -40%
Truist Financial
202
Truist Financial
North Carolina
$215K -$135K -5,052 -38%
EWA
203
EverSource Wealth Advisors
Alabama
$210K +$11K +414 +5%
B
204
BetterWealth
California
$210K
UCFA
205
United Capital Financial Advisors
Texas
$210K -$1.47K -55 -0.7%
WDL
206
Well Done LLC
Michigan
$206K
RCAG
207
Rehmann Capital Advisory Group
Michigan
$200K +$205K +7,667 New
Citigroup
208
Citigroup
New York
$195K -$116K -4,357 -37%
AF
209
Allworth Financial
California
$190K -$28.9K -1,083 -13%
IRC
210
Investors Research Corp
Georgia
$188K
Jones Financial Companies
211
Jones Financial Companies
Missouri
$170K +$41.7K +1,562 +31%
AssetMark Inc
212
AssetMark Inc
California
$161K +$55.4K +2,077 +51%
AUB
213
Atlantic Union Bankshares
Virginia
$149K
FCM
214
Firsthand Capital Management
California
$134K
HNB
215
Huntington National Bank
Ohio
$127K +$53 +2 +0%
SPIA
216
Steward Partners Investment Advisory
New York
$122K +$92.4K +3,465 +291%
RFP
217
Root Financial Partners
California
$118K +$36.3K +1,362 +43%
FFA
218
Farther Finance Advisors
California
$111K +$73.1K +2,742 +182%
BTI
219
Blue Trust Inc
Georgia
$105K -$11K -412 -9%
Group One Trading
220
Group One Trading
Illinois
$100K +$103K +3,847 New
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$95K -$7.23K -271 -7%
PA
222
Parallel Advisors
California
$91.1K +$6.4K +240 +7%
CH
223
Cromwell Holdings
Wyoming
$89.6K
Fifth Third Bancorp
224
Fifth Third Bancorp
Ohio
$68.1K +$6.05K +227 +10%
HDIM
225
Hanson & Doremus Investment Management
Vermont
$66K