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Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
51
Federated Hermes
Pennsylvania
$866
Jones Financial Companies
52
Jones Financial Companies
Missouri
$840
TWM
53
TopTier Wealth Management
Wisconsin
$804 +$1.22K +91 New
Optiver Holding
54
Optiver Holding
Netherlands
$769
US Bancorp
55
US Bancorp
Minnesota
$583 -$13 -1 -1%
CFM
56
Cornerstone Financial Management
Massachusetts
$583
UBS AM
57
UBS AM
Illinois
$548 +$832 +62 New
HI
58
Harbour Investments
Wisconsin
$504 +$765 +57 New
AF
59
Allworth Financial
California
$460 +$134 +10 +24%
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$442
ASN
61
Advisory Services Network
Georgia
$380 +$577 +43 New
MCM
62
MAI Capital Management
Ohio
$328
WSFS
63
Wilmington Savings Fund Society
Delaware
$309
SIS
64
Strategic Investment Solutions
Illinois
$221 -$161 -12 -32%
CA
65
CoreCap Advisors
Michigan
$221
HPC
66
HM Payson & Co
Maine
$221
QC
67
Quent Capital
New York
$221
SWP
68
Strategic Wealth Partners
Ohio
$168
DWM
69
Dogwood Wealth Management
Kansas
$97
MG
70
Mather Group
Illinois
$88 +$134 +10 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$88 +$134 +10 New
OWP
72
ORG Wealth Partners
Texas
$61
SIS
73
Sound Income Strategies
Florida
$44
SWIM
74
Smallwood Wealth Investment Management
New Jersey
$17
Russell Investments Group
75
Russell Investments Group
United Kingdom
$9 -$67 -5 -83%