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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
101
Versant Capital Management
Arizona
$215K +$17.1K +1,239 +9%
MG
102
Mather Group
Illinois
$207K
EI
103
Ellevest Inc
New York
$199K -$22.5K -1,628 -10%
PAS
104
Park Avenue Securities
New York
$197K +$31.9K +2,308 +20%
CA
105
Crane Advisory
California
$197K
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$176K +$174K +12,561 New
PSP
107
Principal Street Partners
Tennessee
$167K -$41.5K -2,998 -20%
AHL
108
Abel Hall LLC
Louisiana
$161K +$159K +11,495 New
Lido Advisors
109
Lido Advisors
California
$156K
PP
110
PDS Planning
Ohio
$151K +$148K +10,727 New
Osaic Holdings
111
Osaic Holdings
Arizona
$148K -$10.8K -784 -7%
OL
112
Optas LLC
Texas
$145K +$143K +10,333 New
EWA
113
EverSource Wealth Advisors
Alabama
$144K -$13K -943 -8%
VT
114
Vise Technologies
New York
$143K +$141K +10,197 New
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$143K +$141K +10,191 New
SC
116
Savant Capital
Illinois
$142K +$140K +10,122 New
PA
117
Parallel Advisors
California
$129K -$3.08K -223 -2%
BWA
118
Basecamp Wealth Advisors
Washington
$128K +$126K +9,114 New
GI
119
GAMMA Investing
California
$118K +$12.7K +922 +12%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$115K -$2.23M -161,295 -95%
SAM
121
Smartleaf Asset Management
Massachusetts
$110K +$25.9K +1,874 +32%
Wells Fargo
122
Wells Fargo
California
$108K -$10.6K -770 -9%
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$105K +$103K +7,453 New
AA
124
Addison Advisors
Vermont
$96.2K -$885 -64 -0.9%
HNB
125
Hilltop National Bank
Wyoming
$78.4K