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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$91.9K +$51.3K +973 +129%
II
102
Inspire Investing
Idaho
$85.5K +$84.6K +1,606 New
EWA
103
EverSource Wealth Advisors
Alabama
$83.1K +$27.1K +515 +49%
AF
104
Allworth Financial
California
$58.9K +$22.4K +425 +62%
Bank Julius Baer & Co
105
Bank Julius Baer & Co
Switzerland
$50.5K
BWA
106
Basecamp Wealth Advisors
Washington
$44.7K +$44.3K +840 New
Cohen & Steers
107
Cohen & Steers
New York
$32K -$12.9K -244 -29%
FCMT
108
Founders Capital Management (Texas)
Texas
$31.9K
BGAI
109
Bruce G. Allen Investments
Colorado
$30.4K
Osaic Holdings
110
Osaic Holdings
Arizona
$26.4K +$7.64K +145 +41%
UBS AM
111
UBS AM
Illinois
$24.5K +$24.3K +461 New
GRP
112
Global Retirement Partners
California
$23.1K -$206K -3,903 -90%
PAM
113
Paradigm Asset Management
New York
$21.3K
ACA
114
Atlas Capital Advisors
Wyoming
$18.1K +$17.9K +340 New
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$13.7K +$3.37K +64 +33%
BIA
116
Bell Investment Advisors
California
$13.1K +$6.27K +119 +93%
JWA
117
JFS Wealth Advisors
Pennsylvania
$12.1K
BBHC
118
Brown Brothers Harriman & Co
New York
$10.9K +$10.8K +205 New
PFBT
119
Parkside Financial Bank & Trust
Missouri
$10.4K +$2.53K +48 +33%
TWD
120
True Wealth Design
Ohio
$10.1K +$2.74K +52 +38%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$9.26K
CFM
122
Cornerstone Financial Management
Massachusetts
$9.15K +$9.06K +172 New
AssetMark Inc
123
AssetMark Inc
California
$8.14K +$3.06K +58 +61%
SS
124
SBI Securities
Japan
$6.97K +$105 +2 +2%
NSIM
125
North Star Investment Management
Illinois
$6.49K +$6.43K +122 New