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Name Holding Trade Value Shares
Change
Change in
Stake
IUHSA
251
Itau Unibanco Holding S.A.
Brazil
$25K – – –
DFCM
252
Dark Forest Capital Management
Puerto Rico
$24K -$161K -3,088 -83%
SWM
253
Spire Wealth Management
Virginia
$21K -$108K -2,083 -80%
MMG
254
Monetary Management Group
Missouri
$20K – – –
BWL
255
Bogart Wealth LLC
Virginia
$20K +$1.56K +30 +6%
S
256
SignatureFD
Georgia
$17K -$2.08K -40 -9%
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$15K -$16.5K -317 -46%
BA
258
Bellwether Advisors
Nebraska
$15K – – –
MPWT
259
MassMutual Private Wealth & Trust
Connecticut
$14K +$18K +345 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$13K +$15.2K +292 +913%
NSIM
261
North Star Investment Management
Illinois
$12K -$2.6K -50 -14%
FA
262
Financial Avengers
California
$12K – – –
US Bancorp
263
US Bancorp
Minnesota
$11K -$12.3K -237 -46%
SSB
264
Sandy Spring Bank
Maryland
$10K – – –
PLU
265
Performa Ltd (US)
South Carolina
$10K +$11.7K +225 +900%
CP
266
Corbenic Partners
Pennsylvania
$9K -$2.19K -42 -15%
GWS
267
Glassman Wealth Services
Virginia
$9K +$11.2K +215 +2,688%
FWM
268
Focused Wealth Management
New York
$8K – – –
GFPC
269
Global Financial Private Client
Florida
$8K – – –
OIA
270
Optimum Investment Advisors
Illinois
$8K – – –
GI
271
Gradient Investments
Minnesota
$7K – – –
C
272
Covestor
United Kingdom
$7K +$6.66K +128 +221%
HFS
273
Hantz Financial Services
Michigan
$7K +$9.37K +180 New
AIM
274
Achmea Investment Management
Netherlands
$6K – – –
SJIM
275
St. Johns Investment Management
Florida
$6K – – –