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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
151
Needham Investment Management
New York
$205K
BWP
152
Baldwin Wealth Partners
Massachusetts
$189K
NFSG
153
Newbridge Financial Services Group
Florida
$185K -$10.4K -125 -4%
ARIS
154
Advanced Research Investment Solutions
California
$176K +$224K +2,700 New
KCM
155
KRS Capital Management
Michigan
$159K +$204K +2,450 New
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$147K +$187K +2,250 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$145K +$4.99K +60 +3%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$137K -$914 -11 -0.5%
TCWM
159
Total Clarity Wealth Management
Illinois
$122K +$13.5K +163 +10%
CCM
160
Cribstone Capital Management
Maine
$117K
SWM
161
Spire Wealth Management
Virginia
$116K +$44K +529 +42%
PIP
162
Permian Investment Partners
Texas
$108K +$138K +1,660 New
CA
163
Cornerstone Advisory
Maryland
$107K +$136K +1,640 New
Amundi
164
Amundi
France
$90K -$54.4K -655 -29%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$90K -$11.3K -136 -9%
AF
166
Advisornet Financial
Minnesota
$83K +$4.99K +60 +5%
AIC
167
Ayalon Insurance Company
Israel
$82K
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$82K
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$81K -$65.5K -788 -39%
PCM
170
Penserra Capital Management
California
$79K +$37.9K +456 +60%
Macquarie Group
171
Macquarie Group
Australia
$59K
GWM
172
Geneos Wealth Management
Colorado
$55K -$3.74K -45 -5%
SPIA
173
Steward Partners Investment Advisory
New York
$50K -$17.5K -210 -22%
PA
174
Parallel Advisors
California
$49K -$32.5K -391 -34%
LSA
175
Leonteq Securities AG
Switzerland
$48.9K -$125K -1,500 -67%