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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$35K +$20.7K +1,270 +106%
ACA
102
Atlas Capital Advisors
Wyoming
$29.3K -$117K -7,166 -78%
EverSource Wealth Advisors
103
EverSource Wealth Advisors
Alabama
$24.7K +$13.6K +835 +108%
Wells Fargo
104
Wells Fargo
California
$20.3K -$151K -9,296 -87%
LC
105
Lindbrook Capital
California
$14.1K -$8.27K -508 -34%
W
106
WealthCollab
Washington
$13.4K – – –
GAMMA Investing
107
GAMMA Investing
California
$7.72K +$16 +1 +0.2%
Smartleaf Asset Management
108
Smartleaf Asset Management
Massachusetts
$3.9K +$4.38K +269 New
PB
109
Pinnacle Bancorp
Nebraska
$2.36K – – –
VWM
110
Venturi Wealth Management
Texas
$1.45K +$1.65K +101 New
JWA
111
JFS Wealth Advisors
Pennsylvania
$1.16K – – –
FFA
112
Frazier Financial Advisors
Ohio
$917 -$1.79K -110 -63%
Steward Partners Investment Advisory
113
Steward Partners Investment Advisory
New York
$874 – – –
Harbour Investments
114
Harbour Investments
Wisconsin
$816 – – –
Allworth Financial
115
Allworth Financial
California
$777 -$635 -39 -43%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$716 +$261 +16 +47%
BIA
117
Bell Investment Advisors
California
$702 +$798 +49 New
Principal Securities
118
Principal Securities
Iowa
$530 +$212 +13 +54%
Global Retirement Partners
119
Global Retirement Partners
California
$301 – – –
FDCP
120
Foster Dykema Cabot & Partners
Massachusetts
$292 – – –
Marshall Wace
121
Marshall Wace
United Kingdom
– -$937K -52,765 Closed
Pacer Advisors
122
Pacer Advisors
Pennsylvania
– -$908K -51,166 Closed
FIM
123
Freedom Investment Management
Connecticut
– -$675K -38,027 Closed
Ariel Investments
124
Ariel Investments
Illinois
– -$414K -23,336 Closed
Raymond James & Associates
125
Raymond James & Associates
Florida
– -$221K -12,450 Closed