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Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$38.9K +$7.92K +488 +25%
GRP
302
Global Retirement Partners
California
$34.1K -$9.08K -559 -20%
SPIA
303
Steward Partners Investment Advisory
New York
$22.4K
OA
304
Operose Advisors
Wisconsin
$22K +$22.3K +1,376 New
HPC
305
HM Payson & Co
Maine
$21K
LC
306
Lindbrook Capital
California
$20.1K -$633 -39 -3%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$20K -$11K -676 -35%
BTI
308
Blue Trust Inc
Georgia
$15K +$3.3K +203 +29%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$10.6K -$1.38K -85 -11%
PTC
310
Private Trust Company
Ohio
$9.57K -$4.33K -267 -31%
BWM
311
Baystate Wealth Management
Massachusetts
$8.4K +$8.52K +525 New
SWM
312
Spire Wealth Management
Virginia
$8.01K
GWS
313
Glassman Wealth Services
Virginia
$6.69K
FHA
314
First Horizon Advisors
Tennessee
$5.27K +$942 +58 +21%
JWA
315
JFS Wealth Advisors
Pennsylvania
$5.24K
MIM
316
Macroview Investment Management
Maryland
$5.17K
OLVIG
317
Oliver Lagore Vanvalin Investment Group
Michigan
$4.04K +$4.09K +252 New
AF
318
Allworth Financial
California
$3.68K -$1.95K -120 -34%
UB
319
UMB Bank
Missouri
$3.19K
BAM
320
Byrne Asset Management
New Jersey
$3K
FFA
321
Farther Finance Advisors
California
$2.58K +$2.61K +161 New
SS
322
Sunbelt Securities
Texas
$2.13K +$2.16K +133 New
VF
323
VitalStone Financial
Texas
$2K +$2.69K +166 New
EWA
324
EverSource Wealth Advisors
Alabama
$1.81K -$796 -49 -30%
PPC
325
Park Place Capital
Alabama
$1.81K