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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$4.81K -$196 -2 -4%
HNW
327
High Note Wealth
Minnesota
$4.7K +$4.11K +42 New
FDCDDQ
328
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.48K +$3.52K +36 +900%
PSFG
329
Park Square Financial Group
Georgia
$3.25K
RWPA
330
Richard W. Paul & Associates
Michigan
$3.02K
AssetMark Inc
331
AssetMark Inc
California
$2.91K +$2.54K +26 New
PA
332
Pineridge Advisors
Missouri
$2.87K
BHWM
333
Bay Harbor Wealth Management
Maryland
$2.8K +$98 +1 +4%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$2.46K +$294 +3 +16%
JWA
335
JFS Wealth Advisors
Pennsylvania
$2.35K -$5.19K -53 -72%
FFO
336
Fortitude Family Office
Arizona
$2.24K +$1.96K +20 New
CT
337
Coastline Trust
Rhode Island
$2.13K -$501K -5,120 -100%
BGAI
338
Bruce G. Allen Investments
Colorado
$2.01K +$489 +5 +38%
DPW
339
DiNuzzo Private Wealth
Pennsylvania
$1.9K
LSA
340
Leonteq Securities AG
Switzerland
$1.79K -$14.9K -152 -90%
SS
341
SBI Securities
Japan
$1.68K
HPC
342
HM Payson & Co
Maine
$1.23K
PWMG
343
Private Wealth Management Group
New Jersey
$1.23K
SIC
344
SJS Investment Consulting
Ohio
$1.01K -$881 -9 -50%
BI
345
Binnacle Investments
Iowa
$1.01K
TSMHT
346
Thurston Springer Miller Herd & Titak
Indiana
$783
RWM
347
Rialto Wealth Management
New York
$672 +$587 +6 New
TF
348
Tompkins Financial
New York
$671
BFS
349
Bare Financial Services
Pennsylvania
$560
MCM
350
MV Capital Management
Maryland
$560 +$489 +5 New