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Name Holding Trade Value Shares
Change
Change in
Stake
UMB Bank
326
UMB Bank
Missouri
$14.7K +$5.87K +763 +57%
IFP Advisors
327
IFP Advisors
Florida
$14.6K -$13.6K -1,773 -46%
CX Institutional
328
CX Institutional
Indiana
$13K +$277 +36 +2%
Arax Advisory Partners
329
Arax Advisory Partners
Colorado
$12.8K -$10.8K -1,406 -43%
VCM
330
Versant Capital Management
Arizona
$12.4K -$15K -1,947 -52%
Larson Financial Group
331
Larson Financial Group
Missouri
$12.4K -$2.62K -341 -16%
Loring Wolcott & Coolidge Fiduciary Advisors
332
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.8K – – –
TWD
333
True Wealth Design
Ohio
$11.4K -$5.7K -740 -31%
M
334
MOTCO
Texas
$11.1K +$1.4K +182 +13%
KCM
335
Key Capital Management
Tennessee
$10.9K -$5.11K -664 -30%
FMB
336
Field & Main Bank
Kentucky
$10.4K – – –
AFC
337
Ares Financial Consulting
California
$9.12K +$10.2K +1,322 New
FUBT
338
First United Bank & Trust
Maryland
$8.57K – – –
Spire Wealth Management
339
Spire Wealth Management
Virginia
$7.98K +$7.8K +1,014 +757%
Farmers & Merchants Investments Inc
340
Farmers & Merchants Investments Inc
Nebraska
$7.9K – – –
CoreCap Advisors
341
CoreCap Advisors
Michigan
$6.95K – – –
RFP
342
Root Financial Partners
California
$6.68K +$7.04K +915 +1,989%
AssetMark Inc
343
AssetMark Inc
California
$6.64K -$4.28K -556 -37%
Cullen/Frost Bankers
344
Cullen/Frost Bankers
Texas
$5.96K -$4.13K -536 -38%
S
345
Sachetta
Massachusetts
$5.75K +$4.42K +575 +228%
MWA
346
Medallion Wealth Advisors
Connecticut
$5.56K – – –
NewEdge Advisors
347
NewEdge Advisors
Louisiana
$5.38K -$93.3K -12,124 -94%
AF
348
Align Financial
Minnesota
$5.21K -$42.3K -5,498 -88%
PAI
349
Pittenger & Anderson Inc
Nebraska
$5.21K – – –
CFD
350
Creative Financial Designs
Indiana
$5.09K -$85 -11 -1%