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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
176
GHP Investment Advisors
Colorado
$7.54K
SAM
177
Smartleaf Asset Management
Massachusetts
$7.14K
RIL
178
Rothschild Investment LLC
Illinois
$5.25K +$2.54K +203 +165%
HNB
179
Huntington National Bank
Ohio
$5.18K
HWM
180
HighMark Wealth Management
Minnesota
$4.83K
BCM
181
Boreal Capital Management
Florida
$4.03K
BTI
182
Blue Trust Inc
Georgia
$3.57K
PWMG
183
Private Wealth Management Group
New Jersey
$2.27K
TWD
184
True Wealth Design
Ohio
$2.08K +$687 +55 +74%
SIC
185
SJS Investment Consulting
Ohio
$1.87K +$1.45K +116 New
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$1.85K -$2.55K -204 -64%
QL
187
Quarry LP
New York
$1.79K +$1.39K +111 New
EP
188
Essential Partners
California
$1.77K -$1.24K -99 -47%
Osaic Holdings
189
Osaic Holdings
Arizona
$1.61K
CMA
190
Cedar Mountain Advisors
Oregon
$1.42K
KFAS
191
Keating Financial Advisory Services
Kansas
$1.19K -$100 -8 -10%
CA
192
Clearstead Advisors
Ohio
$935 +$724 +58 New
S
193
SignatureFD
Georgia
$886
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$741
CIAM
195
Caitong International Asset Management
Hong Kong
$596 +$462 +37 New
AW
196
Ankerstar Wealth
Texas
$547
AssetMark Inc
197
AssetMark Inc
California
$322
IA
198
IFP Advisors
Florida
$290 -$37 -3 -14%
PMFA
199
Plante Moran Financial Advisors
Michigan
$290 +$225 +18 New
JWA
200
JFS Wealth Advisors
Pennsylvania
$258 +$200 +16 New