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Name Holding Trade Value Shares
Change
Change in
Stake
LMFP
151
Larry Mathis Financial Planning
Arizona
$238K +$241K +49,975 New
BP
152
Ballentine Partners
Massachusetts
$236K +$8.46K +1,752 +4%
S
153
SignatureFD
Georgia
$233K +$5.06K +1,048 +2%
DAS
154
Diversify Advisory Services
Utah
$229K -$8.09K -1,675 -3%
Raymond James Financial
155
Raymond James Financial
Florida
$229K +$30.1K +6,234 +15%
CG
156
Caprock Group
Idaho
$228K -$6.78K -1,404 -3%
KAS
157
Kestra Advisory Services
Texas
$227K -$19.8K -4,103 -8%
PCM
158
Prelude Capital Management
New York
$221K -$144K -29,901 -39%
SCA
159
Snowden Capital Advisors
New York
$218K +$999 +207 +0.5%
Osaic Holdings
160
Osaic Holdings
Arizona
$218K -$1.54M -318,616 -87%
ECSS
161
Eurizon Capital SGR SpA
$216K +$217K +44,977 New
WTC
162
WhitTier Trust Company
Nevada
$210K +$210K +43,410 New
IC
163
IEQ Capital
California
$202K +$205K +42,493 New
RF
164
Rossby Financial
Florida
$188K -$7.26K -1,504 -4%
FFA
165
Farther Finance Advisors
California
$159K +$24.2K +5,017 +18%
BNP Paribas Asset Management
166
BNP Paribas Asset Management
France
$155K +$157K +32,582 New
SPIA
167
Steward Partners Investment Advisory
New York
$151K +$753 +156 +0.5%
NL
168
NKCFO LLC
Illinois
$147K -$324K -67,034 -68%
CFD
169
Creative Financial Designs
Indiana
$147K +$16.3K +3,382 +12%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$131K +$28.3K +5,860 +27%
MCM
171
MAI Capital Management
Ohio
$121K -$34 -7 -0%
ACM
172
Aquatic Capital Management
Illinois
$118K +$120K +24,760 New
TRCT
173
Tower Research Capital (TRC)
New York
$116K +$116K +24,072 +10,604%
BWA
174
Basecamp Wealth Advisors
Washington
$116K +$117K +24,259 New
II
175
Inspire Investing
Idaho
$89K +$90.2K +18,690 New