Name Holding Trade Value Shares
Change
Change in
Stake
CFD
176
Creative Financial Designs
Indiana
$7.78K – – –
UB
177
UMB Bank
Missouri
$7.22K – – –
TWC
178
TD Waterhouse Canada
Ontario, Canada
$6.68K -$435 -45 -7%
AAS
179
Ameritas Advisory Services
Nebraska
$6.5K +$6.77K +700 New
IA
180
IFP Advisors
Florida
$6.37K -$1.93K -200 -40%
BAM
181
Belpointe Asset Management
Nevada
$6K +$2.42K +250 +86%
AF
182
Allworth Financial
California
$5.88K -$213 -22 -4%
CA
183
Crewe Advisors
Utah
$5.55K – – –
N
184
Natixis
France
$5.31K +$2.9K +300 +169%
CLOS
185
Compagnie Lombard Odier SCmA
Switzerland
$5K – – –
CUAMC
186
China Universal Asset Management Company
China
$4.44K – – –
GWM
187
Geneos Wealth Management
Colorado
$4.17K – – –
HF
188
Halpern Financial
Virginia
$4K – – –
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$3.33K – – –
PFBT
190
Parkside Financial Bank & Trust
Missouri
$3.33K – – –
TWD
191
True Wealth Design
Ohio
$3.33K – – –
BIA
192
Bell Investment Advisors
California
$2.91K +$1.24K +128 +96%
BWL
193
Bogart Wealth LLC
Virginia
$2.78K – – –
ACA
194
Atlas Capital Advisors
Wyoming
$2.22K – – –
BWM
195
BerganKDV Wealth Management
Minnesota
$2.22K – – –
NA
196
Nordwand Advisors
Pennsylvania
$2.22K +$1.93K +200 New
CTA
197
Colonial Trust Advisors
South Carolina
$2.01K – – –
CFFP
198
Center for Financial Planning
Michigan
$1.67K – – –
WTA
199
Washington Trust Advisors
Massachusetts
$1.67K – – –
M1FG
200
Mach-1 Financial Group
Arkansas
$1.67K +$1.45K +150 New