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Name Holding Trade Value Shares
Change
Change in
Stake
GWP
176
Gen-Wealth Partners
Michigan
$9.1K
Bessemer Group
177
Bessemer Group
New Jersey
$9K
TCOV
178
Trust Company of Vermont
Vermont
$8.13K
Fifth Third Bancorp
179
Fifth Third Bancorp
Ohio
$8.02K +$696 +12 +9%
HPC
180
HM Payson & Co
Maine
$7.7K
FHA
181
First Horizon Advisors
Tennessee
$7.32K +$406 +7 +5%
SAM
182
Smartleaf Asset Management
Massachusetts
$6.57K +$4K +69 +130%
UB
183
UMB Bank
Missouri
$6.01K +$5.86K +101 +1,010%
HNW
184
High Note Wealth
Minnesota
$4.77K +$5.1K +88 New
FFO
185
Fortitude Family Office
Arizona
$4.66K
CAL
186
Capital Advisors Ltd
Ohio
$4K
PA
187
Parallel Advisors
California
$3.74K +$928 +16 +30%
EWA
188
EverSource Wealth Advisors
Alabama
$3.47K +$3.07K +53 +482%
RAM
189
Riggs Asset Management
Pennsylvania
$2.8K -$870 -15 -22%
S
190
Sachetta
Massachusetts
$2.06K
HWM
191
Hemington Wealth Management
Virginia
$2K
LC
192
Lindbrook Capital
California
$1.84K -$406 -7 -17%
FFA
193
Farther Finance Advisors
California
$1.35K -$290 -5 -17%
RIL
194
Rothschild Investment LLC
Illinois
$1.35K +$870 +15 +150%
SO
195
Sierra Ocean
California
$1.14K +$1.22K +21 New
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$704
BIA
197
Bell Investment Advisors
California
$651
CPG
198
Cornerstone Planning Group
New Jersey
$585
RDIA
199
RE Dickinson Investment Advisors
Iowa
$400 +$406 +7 New
TWD
200
True Wealth Design
Ohio
$380 +$406 +7 New