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Name Holding Trade Value Shares
Change
Change in
Stake
EP
351
Essential Partners
California
$29.9K +$13.2K +97 +75%
GIA
352
GHP Investment Advisors
Colorado
$28.8K +$29.6K +218 New
DF
353
DecisionPoint Financial
Arizona
$26.3K
PPA
354
Painted Porch Advisors
California
$25.7K
W
355
WealthCollab
Washington
$24K
Jones Financial Companies
356
Jones Financial Companies
Missouri
$21K -$136 -1 -0.6%
CI Investments Inc
357
CI Investments Inc
Ontario, Canada
$21K +$2.31K +17 +12%
RFS
358
Richardson Financial Services
Massachusetts
$20.1K +$9.49K +70 +85%
RA
359
Rise Advisors
New York
$19.3K
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$18.7K +$1.08K +8 +6%
CFB
361
Cullen/Frost Bankers
Texas
$16.7K +$136 +1 +0.8%
SAM
362
Smartleaf Asset Management
Massachusetts
$16.2K +$7.59K +56 +89%
TPCW
363
TD Private Client Wealth
New York
$15.5K -$14.6K -108 -48%
AG
364
AmeriFlex Group
Nevada
$15.3K +$15.7K +116 New
EPW
365
Evergreen Private Wealth
Colorado
$15.2K +$15.6K +115 New
Bessemer Group
366
Bessemer Group
New Jersey
$15K -$1.63K -12 -10%
WTC
367
WhitTier Trust Company
Nevada
$14.8K -$136 -1 -0.9%
BLC
368
Brown, Lisle/Cummings
Rhode Island
$14.6K
RC
369
Rexford Capital
Texas
$13.2K
TWD
370
True Wealth Design
Ohio
$13.2K +$1.9K +14 +16%
PPC
371
Park Place Capital
Alabama
$12.4K
WANY
372
Wealthspire Advisors (New York)
New York
$12.2K +$12.5K +92 New
PFBT
373
Parkside Financial Bank & Trust
Missouri
$11.9K
SCM
374
Sterling Capital Management
North Carolina
$11.8K +$136 +1 +1%
RFP
375
Root Financial Partners
California
$11.2K +$11.5K +85 New