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Name Holding Trade Value Shares
Change
Change in
Stake
EP
201
Essential Partners
California
$2.94K -$36.6K -2,590 -92%
US Bancorp
202
US Bancorp
Minnesota
$2.91K -$1.5K -106 -33%
SCM
203
Sterling Capital Management
North Carolina
$2.81K -$226 -16 -7%
EWA
204
EverSource Wealth Advisors
Alabama
$2.69K -$2.77K -196 -49%
IA
205
IFP Advisors
Florida
$2.62K -$2.44K -173 -47%
VCM
206
Versant Capital Management
Arizona
$2.19K -$3.35K -237 -59%
MSG
207
Main Street Group
Virginia
$1.67K
DWM
208
Dogwood Wealth Management
Kansas
$1.54K
HPC
209
HM Payson & Co
Maine
$1.34K
SWP
210
Strategic Wealth Partners
Ohio
$1.34K
Optiver Holding
211
Optiver Holding
Netherlands
$1.12K +$1.19K +84 New
TWD
212
True Wealth Design
Ohio
$1K
CA
213
Clearstead Advisors
Ohio
$842 -$10.2K -724 -92%
RIL
214
Rothschild Investment LLC
Illinois
$802 -$353 -25 -29%
FFO
215
Fortitude Family Office
Arizona
$775 -$424 -30 -34%
AF
216
Allworth Financial
California
$722 -$706 -50 -48%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$655 +$692 +49 New
TPCW
218
TD Private Client Wealth
New York
$615 +$650 +46 New
PFA
219
Pillar Financial Advisors
Kentucky
$562
ME
220
McIlrath & Eck
Washington
$534
SS
221
Sunbelt Securities
Texas
$494 -$1.84K -130 -78%
MCM
222
MAI Capital Management
Ohio
$468 -$240 -17 -33%
Comerica Bank
223
Comerica Bank
Texas
$347 +$367 +26 New
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$294 -$85 -6 -21%
BMC
225
Bear Mountain Capital
Washington
$133 +$127 +9 New