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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
201
Patriot Financial Group Insurance Agency
Massachusetts
$25K +$6.74K +203 +44%
IA
202
IFP Advisors
Florida
$23K +$133 +4 +0.7%
CAPTRUST Financial Advisors
203
CAPTRUST Financial Advisors
North Carolina
$22K +$19.9K +600 New
PA
204
Parallel Advisors
California
$20K -$12.9K -388 -41%
LWCFA
205
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K
ST
206
Smithfield Trust
Pennsylvania
$19K
CFG
207
Citizens Financial Group
Rhode Island
$15K +$6.93K +209 +108%
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$14K
VFA
209
Valeo Financial Advisors
Indiana
$13K +$6.9K +208 +143%
GRP
210
Global Retirement Partners
California
$13K +$11.5K +347 New
PAG
211
Private Advisor Group
New Jersey
$11K +$9.82K +296 New
CAN
212
Cetera Advisor Networks
California
$8K +$6.64K +200 New
APA
213
American Portfolios Advisors
New York
$7.5K
CG
214
Cutler Group
California
$7K -$52.3K -1,575 -89%
Fuller & Thaler Asset Management
215
Fuller & Thaler Asset Management
California
$7K
WTC
216
WhitTier Trust Company
Nevada
$7K
EI
217
Ellevest Inc
New York
$6K -$10.2K -306 -66%
MAM
218
Meeder Asset Management
Ohio
$6K -$5.77K -174 -51%
OPS
219
Orion Portfolio Solutions
Nebraska
$6K -$1.03K -31 -16%
TAIM
220
TD Ameritrade Investment Management
Nebraska
$6K +$232 +7 +5%
S
221
SignatureFD
Georgia
$6K +$398 +12 +8%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$5K -$762K -22,980 -99%
BCA
223
Berman Capital Advisors
Georgia
$4K -$1.76K -53 -31%
FWM
224
Focused Wealth Management
New York
$4K
TI
225
tru Independence
Oregon
$4K