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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
201
AssetMark Inc
California
$5.08K +$3.03K +151 +229%
SWP
202
Strategic Wealth Partners
Ohio
$4.94K +$3.43K +171 +428%
Brown Brothers Harriman & Co
203
Brown Brothers Harriman & Co
New York
$4.71K – – –
Larson Financial Group
204
Larson Financial Group
Missouri
$4.66K +$3.99K +199 New
Global Retirement Partners
205
Global Retirement Partners
California
$4.36K – – –
Arax Advisory Partners
206
Arax Advisory Partners
Colorado
$4.36K +$3.73K +186 New
NewEdge Advisors
207
NewEdge Advisors
Louisiana
$3.75K – – –
WTA
208
Washington Trust Advisors
Massachusetts
$3.51K – – –
HWP
209
Highline Wealth Partners
California
$3.3K -$522 -26 -16%
CB
210
CNB Bank
Pennsylvania
$2.34K – – –
SHIM
211
Stone House Investment Management
Pennsylvania
$2.13K +$1.83K +91 New
Manning & Napier Advisors
212
Manning & Napier Advisors
New York
$2.08K +$1.79K +89 New
TFGT
213
TS Financial Group (TSFG)
Illinois
$2K – – –
TWD
214
True Wealth Design
Ohio
$1.87K +$1.6K +80 New
KFI
215
Key Financial Inc
Pennsylvania
$1.75K – – –
IFP Advisors
216
IFP Advisors
Florida
$1.66K – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$1.36K – – –
RF
218
Rossby Financial
Florida
$1.19K +$1K +50 New
SA
219
Scarborough Advisors
Maryland
$1.08K – – –
PWA
220
Physician Wealth Advisors
Utah
$1.03K -$321 -16 -27%
RWM
221
Raffa Wealth Management
District of Columbia
$960 – – –
WAS
222
Winch Advisory Services
Wisconsin
$656 – – –
SSG
223
Summit Securities Group
New York
$187 -$2.66M -132,600 -100%
AWM
224
Abound Wealth Management
Tennessee
$141 – – –
BOJHT
225
Bank of Jackson Hole Trust
Wyoming
$117 – – –