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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
OWA
202
Opal Wealth Advisors
New York
$1.89K +$2.13K +53 New
Aviso Financial
203
Aviso Financial
Ontario, Canada
$1.78K +$2.01K +50 New
Parallel Advisors
204
Parallel Advisors
California
$1.5K +$1.49K +37 +740%
SC
205
Stephens Consulting
Michigan
$1.18K +$1.33K +33 New
Blue Trust Inc
206
Blue Trust Inc
Georgia
$896 +$604 +15 New
BIA
207
Bell Investment Advisors
California
$892 +$1.01K +25 New
GAMMA Investing
208
GAMMA Investing
California
$785 +$40 +1 +5%
RIL
209
Rothschild Investment LLC
Illinois
$714 +$604 +15 +300%
CFO
210
CVA Family Office
Colorado
$642 +$724 +18 New
Huntington National Bank
211
Huntington National Bank
Ohio
$606 +$684 +17 New
MTIC
212
Missouri Trust & Investment Company
Missouri
$571 – – –
PWMG
213
Private Wealth Management Group
New Jersey
$571 – – –
Farther Finance Advisors
214
Farther Finance Advisors
California
$559 -$40 -1 -6%
WAS
215
Winch Advisory Services
Wisconsin
$464 – – –
IFAM
216
Institutional & Family Asset Management
Colorado
$428 – – –
Smartleaf Asset Management
217
Smartleaf Asset Management
Massachusetts
$374 +$443 +11 New
Allworth Financial
218
Allworth Financial
California
$367 -$40 -1 -9%
IAIM
219
International Assets Investment Management
Florida
$321 +$362 +9 New
EverSource Wealth Advisors
220
EverSource Wealth Advisors
Alabama
$313 -$4.51K -112 -93%
CTA
221
Colonial Trust Advisors
South Carolina
$250 – – –
FG
222
Fairman Group
Pennsylvania
$178 – – –
Eventide Asset Management
223
Eventide Asset Management
Massachusetts
– -$57.1M -956,464 Closed
Thrivent Financial for Lutherans
224
Thrivent Financial for Lutherans
Minnesota
– -$49.1M -823,056 Closed
Brown Advisory
225
Brown Advisory
Maryland
– -$41.6M -696,969 Closed