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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
301
Physician Wealth Advisors
Utah
$75.5K +$479 +4 +0.7%
AUB
302
Atlantic Union Bankshares
Virginia
$68.5K
MCM
303
MAI Capital Management
Ohio
$63.9K -$8.14K -68 -12%
AWM
304
AllSquare Wealth Management
New York
$61K
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$56.1K +$14.4K +120 +36%
Bessemer Group
306
Bessemer Group
New Jersey
$56K +$10.7K +89 +25%
S
307
SignatureFD
Georgia
$52.7K
BC
308
Bayforest Capital
United Kingdom
$52.6K +$51K +426 New
Jones Financial Companies
309
Jones Financial Companies
Missouri
$47.9K +$9.22K +77 +25%
SPIA
310
Steward Partners Investment Advisory
New York
$47.2K +$120 +1 +0.3%
GRP
311
Global Retirement Partners
California
$46.1K +$44.4K +371 +18,550%
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$43K
SAM
313
Smartleaf Asset Management
Massachusetts
$42K +$1.79K +15 +5%
JFGIW
314
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.2K +$36K +301 New
QL
315
Quarry LP
New York
$36.4K +$35.3K +295 New
TWD
316
True Wealth Design
Ohio
$35.3K +$3.23K +27 +10%
HNB
317
Huntington National Bank
Ohio
$34.5K
RFP
318
Root Financial Partners
California
$31.9K +$30.9K +258 New
IA
319
IFP Advisors
Florida
$30.6K +$18.1K +151 +156%
OP
320
ORG Partners
Indiana
$27K +$6.7K +56 +34%
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$22.4K +$21.7K +181 New
TCOV
322
Trust Company of Vermont
Vermont
$22.1K
PE
323
Point72 Europe
United Kingdom
$21.7K -$19.5M -162,838 -100%
FS
324
Financially Speaking
Colorado
$20K
WANY
325
Wealthspire Advisors (New York)
New York
$17.7K +$17.1K +143 New