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Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
101
AQR Capital Management
Connecticut
$20.2K -$33.7K -15,052 -57%
SP
102
SmartHarvest Portfolios
Washington
$19.4K +$24.2K +10,790 New
Creative Planning
103
Creative Planning
Kansas
$18.2K +$22.7K +10,119 New
Corient Private Wealth
104
Corient Private Wealth
Florida
$18K -$11.2K -5,000 -33%
ASN
105
Advisory Services Network
Georgia
$18K
CFO
106
Custos Family Office
Texas
$18K
MA
107
Mutual Advisors
Nebraska
$18K
NWMG
108
Nicholson Wealth Management Group
South Carolina
$18K +$22.4K +10,000 New
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$6K +$7.93K +3,540 New
EWA
110
EverSource Wealth Advisors
Alabama
$5.42K -$1.55K -690 -19%
Comerica Bank
111
Comerica Bank
Texas
$5.37K
FC
112
Financial Consulate
Maryland
$4.5K +$4.48K +2,000 +400%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.43K -639 -23%
US Bancorp
114
US Bancorp
Minnesota
$3.6K
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$2.17K -$672 -300 -20%
KA
116
Kozak & Associates
Colorado
$2.13K
SRCM
117
Signature Resources Capital Management
California
$1.35K
NSIM
118
North Star Investment Management
Illinois
$900
RFP
119
Root Financial Partners
California
$751 +$935 +417 New
PA
120
Parallel Advisors
California
$738
Osaic Holdings
121
Osaic Holdings
Arizona
$540 -$6.28K -2,800 -90%
CWP
122
Concord Wealth Partners
Virginia
$450 +$560 +250 New
NA
123
NewEdge Advisors
Louisiana
$450 +$560 +250 New
VWWMG
124
Vermillion & White Wealth Management Group
Pennsylvania
$298 +$372 +166 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$160