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Name Holding Trade Value Shares
Change
Change in
Stake
TD Waterhouse Canada
151
TD Waterhouse Canada
Ontario, Canada
$64.4K +$18K +1,000 +48%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$58K -$1.35K -75 -3%
BCV
153
Banque Cantonale Vaudoise
Switzerland
$54K +$47.3K +2,628 New
BC
154
Bayforest Capital
United Kingdom
$47.3K +$24.4K +1,353 +145%
SW
155
SVB Wealth
Massachusetts
$45.8K +$39.8K +2,208 New
EverSource Wealth Advisors
156
EverSource Wealth Advisors
Alabama
$39.7K -$10.7K -594 -24%
Jones Financial Companies
157
Jones Financial Companies
Missouri
$39.6K +$378 +21 +1%
GC
158
Garde Capital
Washington
$39.2K +$34K +1,891 New
Nomura Asset Management
159
Nomura Asset Management
Japan
$37.1K -$12.8K -710 -28%
RS
160
Rakuten Securities
Japan
$35.6K -$6.75K -375 -18%
Steward Partners Investment Advisory
161
Steward Partners Investment Advisory
New York
$34.2K -$26.2K -1,455 -47%
ACA
162
Atlas Capital Advisors
Wyoming
$31.1K +$23.4K +1,302 +651%
Blue Trust Inc
163
Blue Trust Inc
Georgia
$29.5K +$2.56K +142 +11%
Allworth Financial
164
Allworth Financial
California
$28.7K +$666 +37 +3%
Farther Finance Advisors
165
Farther Finance Advisors
California
$27.1K +$9.58K +532 +70%
JEST
166
JTC Employer Solutions Trustee
Jersey
$26K – – –
GXJ
167
Global X Japan
Japan
$19.5K -$9.02K -501 -35%
Coldstream Capital Management
168
Coldstream Capital Management
Washington
$15.1K +$13.1K +729 New
CFD
169
Creative Financial Designs
Indiana
$14.5K – – –
JWA
170
JFS Wealth Advisors
Pennsylvania
$12.9K – – –
Compagnie Lombard Odier SCmA
171
Compagnie Lombard Odier SCmA
Switzerland
$9.32K -$138K -7,665 -94%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$9.05K +$2.43K +135 +45%
Principal Securities
173
Principal Securities
Iowa
$7K – – –
BIA
174
Bell Investment Advisors
California
$6.82K – – –
GSWM
175
Golden State Wealth Management
California
$6.53K -$56.1K -3,118 -91%