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Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
126
Acadian Asset Management
Massachusetts
$144K +$193K +2,816 New
FFA
127
Farther Finance Advisors
California
$141K +$38.4K +561 +26%
JP Morgan Chase
128
JP Morgan Chase
New York
$120K -$16.9K -246 -10%
AF
129
Allworth Financial
California
$117K -$1.65K -24 -1%
EWA
130
EverSource Wealth Advisors
Alabama
$94.7K -$51.3K -748 -29%
AAP
131
Arax Advisory Partners
Colorado
$93.1K +$60.8K +887 +96%
II
132
Inspire Investing
Idaho
$83.9K +$2.26K +33 +2%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$71.8K +$72.6K +1,059 +313%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$67.1K +$40K +583 +81%
Bank Julius Baer & Co
135
Bank Julius Baer & Co
Switzerland
$48.8K
AssetMark Inc
136
AssetMark Inc
California
$33.9K +$33.8K +493 +295%
FCMT
137
Founders Capital Management (Texas)
Texas
$30.8K
CA
138
Clearstead Advisors
Ohio
$30.5K +$40.7K +594 New
BGAI
139
Bruce G. Allen Investments
Colorado
$28.3K -$480 -7 -1%
FC
140
Financial Consulate
Maryland
$24.1K +$22.3K +326 +226%
APFP
141
Action Point Financial Planning
Michigan
$23.9K +$31.9K +466 New
PWA
142
Physician Wealth Advisors
Utah
$19K +$13.9K +203 +122%
GRP
143
Global Retirement Partners
California
$18.6K +$24.8K +362 New
BIA
144
Bell Investment Advisors
California
$17.6K +$2.67K +39 +13%
LFG
145
Larson Financial Group
Missouri
$16.7K +$617 +9 +3%
TWD
146
True Wealth Design
Ohio
$16.6K +$5.14K +75 +30%
CFM
147
Cornerstone Financial Management
Massachusetts
$15.9K +$6.3K +92 +42%
BBHC
148
Brown Brothers Harriman & Co
New York
$10.5K
Jones Financial Companies
149
Jones Financial Companies
Missouri
$9.81K +$9.73K +142 +263%
SWM
150
SHP Wealth Management
Massachusetts
$9.25K +$4.66K +68 +61%