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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
126
Coldstream Capital Management
Washington
$486 +$799 +69 New
Comerica Bank
127
Comerica Bank
Texas
$420 -$544 -47 -44%
AF
128
Allworth Financial
California
$413
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$385 +$347 +30 +120%
RA
130
Rise Advisors
New York
$356 +$591 +51 New
Jones Financial Companies
131
Jones Financial Companies
Missouri
$319 +$359 +31 +310%
MCM
132
MAI Capital Management
Ohio
$263
SIS
133
Strategic Investment Solutions
Illinois
$263
WSFS
134
Wilmington Savings Fund Society
Delaware
$245
HPC
135
HM Payson & Co
Maine
$176
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$175
PPA
137
Pilgrim Partners Asia
Singapore
$175
Russell Investments Group
138
Russell Investments Group
United Kingdom
$133 +$220 +19 New
HI
139
Harbour Investments
Wisconsin
$125
PA
140
PSI Advisors
Florida
$105
GEA
141
Glen Eagle Advisors
New Jersey
$93
DWM
142
Dogwood Wealth Management
Kansas
$81
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$71
LWMI
144
Legacy Wealth Management (Idaho)
Idaho
$71 +$116 +10 New
MG
145
Mather Group
Illinois
$70 +$116 +10 New
SW
146
SVB Wealth
Massachusetts
$70 +$116 +10 New
NA
147
NewEdge Advisors
Louisiana
$55
PPA
148
Painted Porch Advisors
California
$51
OWP
149
ORG Wealth Partners
Texas
$50 +$93 +8 New
AFG
150
Albion Financial Group
Utah
$48