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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
301
Mirabella Financial Services
United Kingdom
$362K +$347K +3,609 New
EPW
302
Evolve Private Wealth
California
$356K +$341K +3,545 New
EWM
303
Empirical Wealth Management
Washington
$352K +$338K +3,510 New
BMM
304
Berkshire Money Management
Massachusetts
$350K +$335K +3,483 New
KPWS
305
Kestra Private Wealth Services
Texas
$345K +$14.9K +155 +5%
Lido Advisors
306
Lido Advisors
California
$341K +$10.3K +107 +3%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$341K +$41.6K +433 +15%
GRP
308
Global Retirement Partners
California
$334K +$289K +3,003 +916%
MFG
309
Magnus Financial Group
New York
$332K
AWM
310
Arista Wealth Management
Nevada
$331K +$317K +3,300 New
IAN
311
Integrated Advisors Network
Texas
$325K +$3.27K +34 +1%
SC
312
Scotia Capital
Ontario, Canada
$311K +$56.1K +583 +23%
CIA
313
Caerus Investment Advisors
Texas
$307K +$294K +3,053 New
BTI
314
Blue Trust Inc
Georgia
$305K
ECM
315
Evergreen Capital Management
Washington
$305K +$292K +3,034 New
IWC
316
Integrated Wealth Concepts
Massachusetts
$280K +$268K +2,790 New
Truist Financial
317
Truist Financial
North Carolina
$275K -$1.38M -14,397 -84%
CRC
318
Curi RMB Capital
Illinois
$273K +$261K +2,715 New
CWS
319
Cypress Wealth Services
California
$268K
VCM
320
Versant Capital Management
Arizona
$268K +$69.5K +723 +37%
Principal Financial Group
321
Principal Financial Group
Iowa
$268K -$4.13M -42,998 -94%
US Bancorp
322
US Bancorp
Minnesota
$267K +$26.3K +273 +11%
FZCM
323
Flynn Zito Capital Management
New York
$262K -$40.5K -421 -14%
GC
324
Guggenheim Capital
Illinois
$260K -$186K -1,934 -43%
CCA
325
Childress Capital Advisors
Texas
$254K +$25K +260 +11%