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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
451
Willow Creek Wealth Management
California
$202K +$183K +4,171 New
EWA
452
EverSource Wealth Advisors
Alabama
$202K -$74.8K -1,705 -29%
JFA
453
JNBA Financial Advisors
Minnesota
$201K
EFS
454
Essex Financial Services
Connecticut
$200K +$182K +4,150 New
BCA
455
Bray Capital Advisors
Florida
$197K
AIC
456
Archer Investment Corporation
Indiana
$193K +$10.5K +240 +6%
IA
457
IFP Advisors
Florida
$193K -$80.2K -1,827 -27%
GWM
458
Geneos Wealth Management
Colorado
$190K -$16.2K -368 -9%
AWM
459
Avior Wealth Management
Nebraska
$189K
LC
460
Lindbrook Capital
California
$178K -$11.5K -263 -7%
CYG
461
Clean Yield Group
Vermont
$176K -$511K -11,652 -76%
HCP
462
Hexagon Capital Partners
Arkansas
$161K -$6.45K -147 -4%
GRP
463
Global Retirement Partners
California
$154K -$3.56K -81 -2%
CUAMC
464
China Universal Asset Management Company
China
$142K +$9.26K +211 +8%
PCM
465
Penserra Capital Management
California
$139K +$84.3K +1,920 +200%
OWA
466
One Wealth Advisors
California
$137K +$125K +2,837 New
SWM
467
Spire Wealth Management
Virginia
$123K +$12.2K +278 +12%
MHR
468
Matthew Hamilton Rosenberg
$123K -$307 -7 -0.3%
ACA
469
Atlas Capital Advisors
Wyoming
$122K +$54.7K +1,247 +99%
CSPIA
470
Cary Street Partners Investment Advisory
Virginia
$121K +$110K +2,496 New
PTC
471
Private Trust Company
Ohio
$108K -$15.1K -343 -13%
WTC
472
WhitTier Trust Company
Nevada
$108K +$9.22K +210 +10%
CWP
473
Concord Wealth Partners
Virginia
$98K +$88.8K +2,024 New
LWA
474
Lowe Wealth Advisors
Maryland
$96.9K
Credit Agricole
475
Credit Agricole
France
$96.9K +$87.8K +2,000 New