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Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$6.26K -$1.04K -80 -12%
IAA
52
Independent Advisor Alliance
North Carolina
$5.98K +$7.55K +579 New
CWM
53
CCG Wealth Management
California
$5.94K
MWM
54
Meridian Wealth Management
Kentucky
$5.88K +$7.43K +570 New
Bank of New York Mellon
55
Bank of New York Mellon
New York
$5.83K
HWM
56
HB Wealth Management
Georgia
$5.68K +$7.17K +550 New
PFS
57
Prospera Financial Services
Texas
$5.68K
Pathstone Holdings
58
Pathstone Holdings
New Jersey
$5.5K
BBHC
59
Brown Brothers Harriman & Co
New York
$5.35K
WANY
60
Wealthspire Advisors (New York)
New York
$5.33K +$6.73K +516 New
STA
61
Summit Trail Advisors
New York
$5.28K
MMPW
62
Mitchell McLeod Pugh & Williams
Alabama
$5.2K
OFS
63
OneAscent Financial Services
Alabama
$5.17K +$6.52K +500 New
CS
64
Capital Square
Tennessee
$5.08K -$587 -45 -7%
SOW
65
State of Wyoming
Wyoming
$4.35K +$5.49K +421 New
SC
66
Swan Capital
Florida
$3.1K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$3K -$495 -38 -13%
HI
68
Harbour Investments
Wisconsin
$2.66K +$3.36K +258 New
SS
69
SBI Securities
Japan
$2.65K +$2.09K +160 +165%
FFA
70
Farther Finance Advisors
California
$2.62K
SIC
71
SJS Investment Consulting
Ohio
$2.58K +$3.26K +250 New
WAG
72
Wilkerson Advisory Group
Missouri
$2.58K +$3.26K +250 New
Osaic Holdings
73
Osaic Holdings
Arizona
$2.46K -$15.3K -1,170 -83%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$2.05K
Jones Financial Companies
75
Jones Financial Companies
Missouri
$1.88K +$1.2K +92 +74%