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Name Holding Trade Value Shares
Change
Change in
Stake
QL
401
Quarry LP
New York
$7.52K -$18.1K -57 -70%
SG
402
Sankala Group
Colorado
$7.22K +$5.08K +16 New
C
403
Covestor
United Kingdom
$7K -$3.81K -12 -35%
CA
404
Clearstead Advisors
Ohio
$6.89K -$14.3K -45 -67%
TPCW
405
TD Private Client Wealth
New York
$6.27K -$317 -1 -5%
OP
406
ORG Partners
Indiana
$5.01K -$2.54K -8 -33%
SEP
407
Signature Equity Partners
Ohio
$4.7K +$4.76K +15 New
PMAM
408
Picton Mahoney Asset Management
Ontario, Canada
$4.07K
FFO
409
Fortitude Family Office
Arizona
$4.07K +$635 +2 +18%
GSWM
410
Golden State Wealth Management
California
$3.76K
BIA
411
Bell Investment Advisors
California
$3.76K +$3.81K +12 New
KFAS
412
Keating Financial Advisory Services
Kansas
$3.76K +$3.81K +12 New
SPIA
413
Steward Partners Investment Advisory
New York
$3.45K -$4.44K -14 -56%
CPG
414
Cornerstone Planning Group
New Jersey
$3.23K
LGWM
415
Litman Gregory Wealth Management
California
$3.13K +$3.17K +10 New
BCH
416
Berkshire Capital Holdings
California
$3.13K -$15.4M -48,460 -100%
PWA
417
Physician Wealth Advisors
Utah
$2.19K
FDCDDQ
418
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.19K
DWM
419
Dogwood Wealth Management
Kansas
$1.88K
MAM
420
Morse Asset Management
Connecticut
$1.57K -$4.76K -15 -75%
CWP
421
Concord Wealth Partners
Virginia
$1.57K
PFBT
422
Parkside Financial Bank & Trust
Missouri
$1.57K
RWM
423
Rialto Wealth Management
New York
$1.57K
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$1.57K +$1.59K +5 New
MPWT
425
MassMutual Private Wealth & Trust
Connecticut
$1.25K