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Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
201
National Bank of Canada
Quebec, Canada
$215K -$17.6K -622 -7%
OFS
202
OneAscent Financial Services
Alabama
$214K +$229K +8,111 New
KeyBank National Association
203
KeyBank National Association
Ohio
$213K +$228K +8,073 New
B
204
BetterWealth
California
$212K
WDL
205
Well Done LLC
Michigan
$208K
MSR
206
Main Street Research
Connecticut
$203K +$218K +7,695 New
EI
207
Ellevest Inc
New York
$203K +$217K +7,673 New
BWM
208
Bulltick Wealth Management
Florida
$200K +$214K +7,575 New
AF
209
Allworth Financial
California
$194K +$2.32K +82 +1%
IRC
210
Investors Research Corp
Georgia
$190K
GAA
211
Global Assets Advisory
Florida
$161K +$173K +6,105 New
FFA
212
Farther Finance Advisors
California
$155K +$46.3K +1,637 +39%
AAP
213
Arax Advisory Partners
Colorado
$154K -$79.5K -2,811 -33%
AUB
214
Atlantic Union Bankshares
Virginia
$151K
ASN
215
Advisory Services Network
Georgia
$143K +$153K +5,398 New
Citigroup
216
Citigroup
New York
$142K -$59.5K -2,104 -28%
FCM
217
Firsthand Capital Management
California
$136K
SPIA
218
Steward Partners Investment Advisory
New York
$132K +$9.45K +334 +7%
PA
219
Parallel Advisors
California
$131K +$41.9K +1,480 +42%
TPCW
220
TD Private Client Wealth
New York
$113K +$96.7K +3,416 +398%
BTI
221
Blue Trust Inc
Georgia
$105K -$1.02K -36 -0.9%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$100K +$4.39K +155 +4%
CH
223
Cromwell Holdings
Wyoming
$90.7K
RFP
224
Root Financial Partners
California
$82.9K -$39.3K -1,389 -31%
Bessemer Group
225
Bessemer Group
New Jersey
$76K +$13.4K +473 +20%