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Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Cornerstone Advisory
Maryland
$200K +$186K +8,156 New
Carson Wealth (CWM LLC)
227
Carson Wealth (CWM LLC)
Nebraska
$177K -$194K -8,507 -54%
BRWA
228
B. Riley Wealth Advisors
Florida
$145K +$135K +5,911 New
SPIA
229
Steward Partners Investment Advisory
New York
$141K -$37.6K -1,645 -22%
CA
230
CoreCap Advisors
Michigan
$140K +$99.8K +4,366 +324%
US Bancorp
231
US Bancorp
Minnesota
$136K -$14.6K -638 -10%
NFSG
232
Newbridge Financial Services Group
Florida
$128K -$98.5K -4,307 -45%
Lazard Asset Management
233
Lazard Asset Management
New York
$116K +$7.89K +345 +8%
FLFS
234
Family Legacy Financial Solutions
North Carolina
$103K +$96K +4,200 New
BF
235
BOK Financial
Oklahoma
$95.8K +$89.2K +3,900 New
AB
236
Amalgamated Bank
New York
$95K
VFA
237
Valeo Financial Advisors
Indiana
$94.7K +$88.1K +3,853 New
KBC Group
238
KBC Group
Belgium
$88K -$29.2K -1,277 -26%
SWM
239
Spire Wealth Management
Virginia
$77.6K -$457 -20 -0.6%
N
240
Natixis
France
$77.3K -$432K -18,895 -86%
IA
241
IFP Advisors
Florida
$76.4K -$49.8K -2,178 -43%
SO
242
STRS Ohio
Ohio
$76.2K -$121K -5,300 -63%
AP
243
Aspect Partners
Virginia
$70K -$106K -4,654 -62%
BWL
244
Bogart Wealth LLC
Virginia
$66.3K +$11.4K +500 +23%
OIA
245
Optimum Investment Advisors
Illinois
$65.6K
OW
246
Olistico Wealth
Oklahoma
$61.4K
NA
247
NewEdge Advisors
Louisiana
$60.2K +$229 +10 +0.4%
FIA
248
FNY Investment Advisers
New York
$59K +$55.1K +2,411 New
BTI
249
Blue Trust Inc
Georgia
$57.2K +$18.6K +814 +54%
S
250
SignatureFD
Georgia
$53.3K -$251 -11 -0.5%