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Name Holding Trade Value Shares
Change
Change in
Stake
Smartleaf Asset Management
176
Smartleaf Asset Management
Massachusetts
$7.14K – – –
RIL
177
Rothschild Investment LLC
Illinois
$5.25K +$2.54K +203 +165%
Huntington National Bank
178
Huntington National Bank
Ohio
$5.18K – – –
HWM
179
HighMark Wealth Management
Minnesota
$4.83K – – –
BCM
180
Boreal Capital Management
Florida
$4.03K – – –
Blue Trust Inc
181
Blue Trust Inc
Georgia
$3.57K – – –
PWMG
182
Private Wealth Management Group
New Jersey
$2.27K – – –
TWD
183
True Wealth Design
Ohio
$2.08K +$687 +55 +74%
SIC
184
SJS Investment Consulting
Ohio
$1.87K +$1.45K +116 New
MassMutual Private Wealth & Trust
185
MassMutual Private Wealth & Trust
Connecticut
$1.85K -$2.55K -204 -64%
QL
186
Quarry LP
New York
$1.79K +$1.39K +111 New
EP
187
Essential Partners
California
$1.77K -$1.24K -99 -47%
Osaic Holdings
188
Osaic Holdings
Arizona
$1.61K – – –
CMA
189
Cedar Mountain Advisors
Oregon
$1.42K – – –
KFAS
190
Keating Financial Advisory Services
Kansas
$1.19K -$100 -8 -10%
Clearstead Advisors
191
Clearstead Advisors
Ohio
$935 +$724 +58 New
SignatureFD
192
SignatureFD
Georgia
$886 – – –
Farmers & Merchants Investments Inc
193
Farmers & Merchants Investments Inc
Nebraska
$741 – – –
CIAM
194
Caitong International Asset Management
Hong Kong
$596 +$462 +37 New
AW
195
Ankerstar Wealth
Texas
$547 – – –
AssetMark Inc
196
AssetMark Inc
California
$322 – – –
IFP Advisors
197
IFP Advisors
Florida
$290 -$37 -3 -14%
PMFA
198
Plante Moran Financial Advisors
Michigan
$290 +$225 +18 New
PFBT
199
Parkside Financial Bank & Trust
Missouri
$258 -$600 -48 -75%
JWA
200
JFS Wealth Advisors
Pennsylvania
$258 +$200 +16 New