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Name Holding Trade Value Shares
Change
Change in
Stake
IFG
101
Independent Financial Group
California
$169K +$217K +17,200 New
GC
102
Guggenheim Capital
Illinois
$157K -$45.3K -3,583 -18%
PP
103
PDS Planning
Ohio
$150K +$8.13K +644 +4%
BWA
104
Basecamp Wealth Advisors
Washington
$134K +$12.7K +1,007 +8%
PA
105
Profund Advisors
Maryland
$133K +$171K +13,514 New
NA
106
NewEdge Advisors
Louisiana
$133K
BTI
107
Blue Trust Inc
Georgia
$131K +$52.9K +4,189 +46%
Ameriprise
108
Ameriprise
Minnesota
$130K -$37.9K -3,002 -18%
FFA
109
Farther Finance Advisors
California
$126K +$114K +9,046 +238%
RCAG
110
Rehmann Capital Advisory Group
Michigan
$122K +$1.38K +109 +0.9%
Focus Partners Wealth
111
Focus Partners Wealth
Massachusetts
$121K +$156K +12,335 New
First Trust Advisors
112
First Trust Advisors
Illinois
$119K +$3.46K +274 +2%
GI
113
GAMMA Investing
California
$114K +$1.68K +133 +1%
DOA
114
D'Orazio & Associates
Virginia
$113K +$9.99K +791 +7%
BPW
115
Bingham Private Wealth
California
$113K +$145K +11,499 New
SCP
116
Sivia Capital Partners
California
$112K
EWA
117
EP Wealth Advisors
California
$110K +$14.5K +1,150 +11%
Wells Fargo
118
Wells Fargo
California
$110K -$1.18M -93,504 -89%
VWM
119
Venturi Wealth Management
Texas
$109K +$140K +11,094 New
UCFA
120
United Capital Financial Advisors
Texas
$103K +$133K +10,507 New
Mercer Global Advisors
121
Mercer Global Advisors
Colorado
$103K +$132K +10,480 New
P
122
&Partners
Tennessee
$99.8K +$128K +10,164 New
JT
123
Jupiter Topco
New York
$98K +$126K +10,000 New
Citigroup
124
Citigroup
New York
$88.6K -$36.1K -2,861 -24%
GIC
125
Generali Investments CEE
Czech Republic
$88.4K