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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
551
Global Retirement Partners
California
$3.06M -$1.3M -10,503 -29%
MFS
552
Mirabella Financial Services
United Kingdom
$3.05M +$2.93M +23,655 +1,113%
TFA
553
Teamwork Financial Advisors
Texas
$3.04M -$235K -1,894 -7%
TFS
554
Thoroughbred Financial Services
Tennessee
$2.99M -$32.8K -265 -1%
SWM
555
Strategic Wealth Management
Washington
$2.98M
DWA
556
Douglass Winthrop Advisors
New York
$2.97M +$2.36M +19,055 +313%
RJT
557
Raymond James Trust
Florida
$2.96M +$525K +4,237 +20%
JWM
558
Jackson Wealth Management
Florida
$2.96M -$4.34M -35,000 -58%
LOAMS
559
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.96M
PA
560
Parallel Advisors
California
$2.95M +$50.4K +407 +2%
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$2.93M
LWAC
562
Laurel Wealth Advisors (California)
California
$2.91M +$1.34M +10,833 +79%
KOCAA
563
Knights of Columbus Asset Advisors
Connecticut
$2.9M -$1.15M -9,276 -27%
WCA
564
Windsor Creek Advisors
Vermont
$2.9M +$3.04M +24,514 New
IG
565
ING Group
Netherlands
$2.9M +$1.56M +12,628 +107%
BCM
566
Bridgeway Capital Management
Texas
$2.87M
AO
567
Advisor OS
Illinois
$2.86M +$219K +1,770 +8%
VF
568
Virtu Financial
New York
$2.86M +$2.99M +24,151 New
AIC
569
Ayalon Insurance Company
Israel
$2.83M +$6.94K +56 +0.2%
RFC
570
Regions Financial Corp
Alabama
$2.79M -$299K -2,414 -9%
BF
571
BOK Financial
Oklahoma
$2.79M +$577K +4,655 +25%
MC
572
Moors & Cabot
Massachusetts
$2.77M +$1.14M +9,174 +64%
HIIFS
573
Harel Insurance Investments & Financial Services
Israel
$2.77M +$495K +4,000 +133%
SWM
574
Spire Wealth Management
Virginia
$2.73M +$2.92M +23,568 New
RS
575
Robeco Schweiz
Switzerland
$2.72M +$2.85M +23,000 New