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Name Holding Trade Value Shares
Change
Change in
Stake
GWWM
76
Great Waters Wealth Management
Minnesota
$181K
CA
77
Crane Advisory
California
$176K
SFA
78
Sequoia Financial Advisors
Ohio
$174K +$1.54K +125 +0.9%
QCG
79
Quadrant Capital Group
Ohio
$170K -$29.9K -2,426 -15%
UCFA
80
United Capital Financial Advisors
Texas
$167K -$6.27K -509 -4%
CL
81
Choreo LLC
Illinois
$162K +$161K +13,053 New
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$160K -$15.3K -1,238 -9%
Osaic Holdings
83
Osaic Holdings
Arizona
$155K +$44.4K +3,607 +41%
ACM
84
Aquatic Capital Management
Illinois
$146K +$144K +11,700 New
RhumbLine Advisers
85
RhumbLine Advisers
Massachusetts
$144K +$15.8K +1,281 +13%
YCM
86
Yousif Capital Management
Michigan
$135K -$11.4K -925 -8%
LSAG
87
Lake Street Advisors Group
New Hampshire
$133K -$27.5K -2,231 -17%
SI
88
Seeds Investor
New York
$132K +$131K +10,596 New
PA
89
Parallel Advisors
California
$96.6K +$616 +50 +0.7%
AA
90
Addison Advisors
Vermont
$92.5K +$3.61K +293 +4%
BTI
91
Blue Trust Inc
Georgia
$80.1K +$69.9K +5,676 +1,374%
Wells Fargo
92
Wells Fargo
California
$78.4K -$25.6K -2,081 -25%
HNB
93
Hilltop National Bank
Wyoming
$69.7K
Citigroup
94
Citigroup
New York
$63K -$5.86K -476 -9%
EWA
95
EverSource Wealth Advisors
Alabama
$61K +$25.8K +2,096 +87%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$58K +$10.5K +855 +23%
JP Morgan Chase
97
JP Morgan Chase
New York
$55.4K +$7.13K +579 +15%
Lazard Asset Management
98
Lazard Asset Management
New York
$50K
CH
99
Cromwell Holdings
Wyoming
$46.9K +$46.3K +3,761 New
LC
100
Lindbrook Capital
California
$46.8K +$296 +24 +0.6%