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ATI
ATI

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
401
Leonteq Securities AG
Switzerland
$24K -$2.75K -34 -10%
GSWM
402
Golden State Wealth Management
California
$23.8K – – –
PWA
403
Physician Wealth Advisors
Utah
$22.6K – – –
WANY
404
Wealthspire Advisors (New York)
New York
$21.5K +$21.4K +264 New
TPCW
405
TD Private Client Wealth
New York
$20.7K +$20.6K +254 New
CA
406
Clearstead Advisors
Ohio
$20.5K -$13.3K -164 -39%
RFP
407
Root Financial Partners
California
$19.1K +$19K +235 New
PFBT
408
Parkside Financial Bank & Trust
Missouri
$17.7K +$81 +1 +0.5%
PS
409
Principal Securities
Iowa
$17.7K -$3K -37 -15%
IUHSA
410
Itau Unibanco Holding S.A.
Brazil
$16.4K +$16.4K +202 New
RIL
411
Rothschild Investment LLC
Illinois
$15.4K – – –
CIM
412
Contravisory Investment Management
Massachusetts
$15K +$15K +185 New
CIAM
413
Caitong International Asset Management
Hong Kong
$14.6K +$14.5K +179 New
GIA
414
GHP Investment Advisors
Colorado
$12.3K – – –
C
415
Covestor
United Kingdom
$12K -$8.67K -107 -43%
GXJ
416
Global X Japan
Japan
$11.1K -$5.75K -71 -34%
BBPWM
417
Blue Bell Private Wealth Management
Pennsylvania
$10.8K +$10.8K +133 New
BTI
418
Blue Trust Inc
Georgia
$10K +$8.1K +100 +435%
TWC
419
TD Waterhouse Canada
Ontario, Canada
$9.87K +$9.64K +119 New
TFM
420
TFC Financial Management
Massachusetts
$9.6K – – –
HCM
421
Hollencrest Capital Management
California
$9.58K – – –
PWMG
422
Private Wealth Management Group
New Jersey
$8.3K – – –
NA
423
NewEdge Advisors
Louisiana
$8.13K -$61.8K -763 -88%
FHC
424
First Horizon Corporation
Tennessee
$7K +$6.97K +86 New
RS
425
Rakuten Securities
Japan
$6.91K -$1.95K -24 -22%
15 16
17
18 19