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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Activest Wealth Management
Florida
$4.65K – – –
Natixis
277
Natixis
France
$4.42K -$292K -4,940 -98%
Blue Trust Inc
278
Blue Trust Inc
Georgia
$3.79K +$2.54K +43 +187%
JTBR
279
James T. Borello RIA
Illinois
$3.68K +$3.78K +64 New
CFO
280
CVA Family Office
Colorado
$3.45K – – –
AssetMark Inc
281
AssetMark Inc
California
$3.33K +$1.48K +25 +76%
SouthState Corp
282
SouthState Corp
Florida
$2.64K -$2.66K -45 -49%
CoreCap Advisors
283
CoreCap Advisors
Michigan
$2.58K +$2.36K +40 +800%
TWD
284
True Wealth Design
Ohio
$2.53K – – –
RWS
285
Retirement Wealth Solutions
Wisconsin
$2.47K +$2.54K +43 New
Global Retirement Partners
286
Global Retirement Partners
California
$2.13K +$177 +3 +9%
Bessemer Group
287
Bessemer Group
New Jersey
$2K – – –
NC
288
North Capital
Utah
$1.72K – – –
GA
289
Guerra Advisors
Florida
$1.72K +$1.77K +30 New
EverSource Wealth Advisors
290
EverSource Wealth Advisors
Alabama
$1.49K +$236 +4 +18%
RWM
291
Rialto Wealth Management
New York
$1.21K – – –
WA
292
Westfuller Advisors
New York
$1.21K +$1.24K +21 New
RIL
293
Rothschild Investment LLC
Illinois
$1.15K +$590 +10 +100%
JWM
294
JPL Wealth Management
Colorado
$1.15K +$1.18K +20 New
Hantz Financial Services
295
Hantz Financial Services
Michigan
$1K – – –
CCM
296
Cloud Capital Management
Washington
$1K +$1.12K +19 New
Smartleaf Asset Management
297
Smartleaf Asset Management
Massachusetts
$706 +$708 +12 New
CIBC Private Wealth Group
298
CIBC Private Wealth Group
Georgia
$689 -$6.26K -106 -90%
UMB Bank
299
UMB Bank
Missouri
$689 +$236 +4 +50%
HFS
300
Hughes Financial Services
Virginia
$661 – – –