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Name Holding Trade Value Shares
Change
Change in
Stake
AF
451
Allworth Financial
California
$165K +$12.3K +253 +9%
GI
452
GAMMA Investing
California
$165K +$9.95K +204 +7%
PA
453
Parallel Advisors
California
$162K -$27.9K -573 -16%
DZ Bank
454
DZ Bank
Germany
$160K
IA
455
IFP Advisors
Florida
$155K -$74.1K -1,520 -34%
WBC
456
West Branch Capital
Massachusetts
$145K
Nomura Asset Management
457
Nomura Asset Management
Japan
$142K -$13.2K -270 -9%
GM
458
GeoWealth Management
Illinois
$141K +$18.4K +377 +17%
PTC
459
Private Trust Company
Ohio
$138K +$9.02K +185 +8%
CA
460
Continuum Advisory
Idaho
$132K +$122K +2,507 New
PG
461
Proffitt & Goodson
Tennessee
$128K
EDRH
462
Edmond de Rothschild Holding
Switzerland
$127K
CFB
463
Cullen/Frost Bankers
Texas
$113K
PAS
464
Point72 Asia (Singapore)
Singapore
$112K +$101K +2,079 New
FCMT
465
Founders Capital Management (Texas)
Texas
$111K +$536 +11 +0.5%
C
466
Covestor
United Kingdom
$108K +$21K +431 +27%
RFS
467
Richardson Financial Services
Massachusetts
$105K +$4.39K +90 +5%
NECFA
468
New England Capital Financial Advisors
Connecticut
$102K
FFA
469
Farther Finance Advisors
California
$95.9K -$244 -5 -0.3%
BTI
470
Blue Trust Inc
Georgia
$95.2K -$60.7K -1,246 -41%
FCA
471
FinTrust Capital Advisors
South Carolina
$78.2K +$12K +247 +20%
PFA
472
Pathway Financial Advisers
Indiana
$74.2K +$19.7K +404 +41%
LC
473
Lindbrook Capital
California
$74K -$10.6K -218 -14%
WTC
474
WhitTier Trust Company
Nevada
$69.3K
SAM
475
Smartleaf Asset Management
Massachusetts
$64.3K -$213K -4,377 -79%