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Name Holding Trade Value Shares
Change
Change in
Stake
RPA
301
Redwood Park Advisors
California
$15.1K
EWA
302
EverSource Wealth Advisors
Alabama
$13.8K -$18.6K -442 -56%
AssetMark Inc
303
AssetMark Inc
California
$13.4K +$4.37K +104 +46%
Kayne Anderson Rudnick Investment Management
304
Kayne Anderson Rudnick Investment Management
California
$10.5K +$10.9K +260 New
RS
305
Rakuten Securities
Japan
$9.97K +$10.3K +245 +24,500%
ZBNA
306
Zions Bancorporation, National Association
Utah
$8.76K +$126 +3 +1%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$8.65K -$1.72K -41 -16%
IWC
308
Integrated Wealth Concepts
Massachusetts
$7.26K +$7.53K +179 New
OCWP
309
Owl Creek Wealth Partners
Colorado
$6.89K +$631 +15 +10%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$5.72K -$10.6K -253 -64%
HNB
311
Huntington National Bank
Ohio
$5.27K +$5.42K +129 +12,900%
LI
312
LRI Investments
Florida
$5.23K +$126 +3 +2%
BHWM
313
Beaird Harris Wealth Management
Texas
$4.85K +$5.05K +120 New
SGFG
314
Silver Grove Financial Group
New York
$4.26K +$4.42K +105 New
CTC
315
Central Trust Company
Missouri
$4.22K
HI
316
Harbour Investments
Wisconsin
$4.18K +$715 +17 +20%
CAM
317
Costello Asset Management
Pennsylvania
$4.05K
GRP
318
Global Retirement Partners
California
$3.29K +$3.41K +81 New
S
319
Sachetta
Massachusetts
$3.04K +$3.15K +75 New
MNA
320
Manning & Napier Advisors
New York
$2.38K +$2.56K +61 New
KFAS
321
Keating Financial Advisory Services
Kansas
$2.19K +$1.01K +24 +80%
EWP
322
Elevation Wealth Partners
California
$2.15K -$10.6K -253 -83%
APFP
323
Action Point Financial Planning
Michigan
$2.15K +$2.35K +56 New
BWL
324
Bogart Wealth LLC
Virginia
$2.07K +$925 +22 +76%
CA
325
CoreCap Advisors
Michigan
$1.82K