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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
201
Sowell Financial Services
Arkansas
$84.5K +$83.8K +10,964 New
Squarepoint
202
Squarepoint
New York
$83.9K -$1.01M -131,961 -92%
AWM
203
Axxcess Wealth Management
California
$83.3K
AHL
204
Abel Hall LLC
Louisiana
$83.3K +$82.6K +10,806 New
GM
205
GeoWealth Management
Illinois
$81.8K +$275 +36 +0.3%
AWAU
206
Alliance Wealth Advisors (Utah)
Utah
$79.9K -$13.4K -1,748 -14%
CPA
207
Capital Performance Advisors
California
$79.9K +$168 +22 +0.2%
WPC
208
Wedmont Private Capital
Pennsylvania
$79.6K +$80.5K +10,527 New
CP
209
Canopy Partners
Ohio
$78.4K
QC
210
Quantessence Capital
New York
$77.9K +$77.2K +10,098 New
CH
211
Cromwell Holdings
Wyoming
$74.7K
Deutsche Bank
212
Deutsche Bank
Germany
$71.8K
RIL
213
Rothschild Investment LLC
Illinois
$64.5K -$933 -122 -1%
IBOK
214
Independence Bank of Kentucky
Kentucky
$61.7K
FFA
215
Farther Finance Advisors
California
$60.2K +$27.4K +3,583 +85%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$57.1K
GI
217
GAMMA Investing
California
$56.5K -$1.47K -192 -3%
Bessemer Group
218
Bessemer Group
New Jersey
$41K +$4.92K +643 +14%
BCWM
219
Bartlett & Co Wealth Management
Ohio
$38.5K
CIAM
220
Caitong International Asset Management
Hong Kong
$34.8K +$26.3K +3,440 +321%
UBS AM
221
UBS AM
Illinois
$32.6K +$32.4K +4,234 New
PWPS
222
Pinnacle Wealth Planning Services
Ohio
$31.3K +$31K +4,061 New
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$29.7K +$4.28K +560 +17%
BIA
224
Bell Investment Advisors
California
$26.2K
MPWT
225
MassMutual Private Wealth & Trust
Connecticut
$25.8K +$130 +17 +0.5%