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Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
126
Allworth Financial
California
$14.2K +$4.56K +92 +55%
Global Retirement Partners
127
Global Retirement Partners
California
$11.7K -$3.17K -64 -23%
Geneos Wealth Management
128
Geneos Wealth Management
Colorado
$10.9K – – –
CWA
129
Clearview Wealth Advisors
Oregon
$10.2K -$8.18K -165 -47%
JWA
130
JFS Wealth Advisors
Pennsylvania
$9.8K -$28K -565 -76%
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
$8.88K +$8.08K +163 New
HCP
132
Hexagon Capital Partners
Arkansas
$7.52K -$1.39K -28 -17%
Simplex Trading
133
Simplex Trading
Illinois
$6K +$5.5K +111 +653%
Steward Partners Investment Advisory
134
Steward Partners Investment Advisory
New York
$5.96K – – –
AF
135
Advisornet Financial
Minnesota
$4.96K – – –
SC
136
Schubert & Co
Texas
$4.58K -$3.17K -64 -43%
Rockefeller Capital Management
137
Rockefeller Capital Management
New York
$4K -$2.23K -45 -33%
PB
138
Pinnacle Bancorp
Nebraska
$4K – – –
Montag & Associates
139
Montag & Associates
Georgia
$3.92K +$3.57K +72 New
RWM
140
Raffa Wealth Management
District of Columbia
$3.6K – – –
Spire Wealth Management
141
Spire Wealth Management
Virginia
$3K – – –
Arax Advisory Partners
142
Arax Advisory Partners
Colorado
$2.51K – – –
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$1.96K -$545 -11 -23%
BIA
144
Bell Investment Advisors
California
$1.91K +$1.74K +35 New
NewEdge Advisors
145
NewEdge Advisors
Louisiana
$1.8K +$6.59K +133 New
National Bank of Canada
146
National Bank of Canada
Quebec, Canada
$1.63K – – –
TWD
147
True Wealth Design
Ohio
$1.2K +$1.09K +22 New
WPWM
148
Western Pacific Wealth Management
Illinois
$1.14K – – –
FMP
149
Financial Management Professionals
Texas
$1K +$446 +9 +113%
MPCL
150
My Personal CFO LLC
Washington
$708 +$644 +13 New