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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
201
True Wealth Design
Ohio
$20.5K +$4.43K +90 +34%
RIL
202
Rothschild Investment LLC
Illinois
$18.6K +$148 +3 +0.9%
BGAI
203
Bruce G. Allen Investments
Colorado
$18.4K
AF
204
Allworth Financial
California
$17.8K +$3.2K +65 +27%
UB
205
UMB Bank
Missouri
$15.2K
WA
206
Whipplewood Advisors
Colorado
$14.9K +$12.6K +256 New
SIC
207
SJS Investment Consulting
Ohio
$14.2K
FCAS
208
First Command Advisory Services
Texas
$14K +$11.9K +241 New
BCM
209
Boreal Capital Management
Florida
$11.6K
LFG
210
Larson Financial Group
Missouri
$11.2K +$2.81K +57 +42%
AAP
211
Arax Advisory Partners
Colorado
$11.1K -$11.1K -226 -54%
SL
212
Salomon & Ludwin
Virginia
$9.3K
EP
213
Essential Partners
California
$9.13K
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$8.73K
Q1WB
215
Quest 10 Wealth Builders
Virginia
$8.73K
FDCDDQ
216
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.14K
Bessemer Group
217
Bessemer Group
New Jersey
$8K
CPG
218
Cornerstone Planning Group
New Jersey
$7.62K +$640 +13 +12%
CTA
219
Colonial Trust Advisors
South Carolina
$5.82K +$4.93K +100 New
VWA
220
Valued Wealth Advisors
Utah
$5.76K
PWA
221
Physician Wealth Advisors
Utah
$5.7K
FC
222
Financial Consulate
Maryland
$5.47K +$2.31K +47 +100%
MCM
223
Manchester Capital Management
Vermont
$5.24K
PTC
224
Private Trust Company
Ohio
$5.03K +$3.6K +73 +562%
CA
225
CoreCap Advisors
Michigan
$4.65K