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Name Holding Trade Value Shares
Change
Change in
Stake
CA
251
Clearstead Advisors
Ohio
$90.2K +$106 +18 +0.1%
Vontobel Holding
252
Vontobel Holding
Switzerland
$90K -$1.65K -281 -2%
National Bank of Canada
253
National Bank of Canada
Quebec, Canada
$85.2K +$16.4K +2,797 +21%
Cerity Partners
254
Cerity Partners
New York
$84.8K +$6.18K +1,054 +7%
CA
255
CoreCap Advisors
Michigan
$83K +$6.91K +1,177 +8%
WJA
256
Willis Johnson & Associates
Texas
$80.8K +$11.7K +2,000 +15%
M&T Bank
257
M&T Bank
New York
$78.5K +$85.7K +14,613 New
GRP
258
Global Retirement Partners
California
$77.6K +$33.9K +5,785 +67%
IA
259
IFP Advisors
Florida
$76.8K +$76.5K +13,040 +1,079%
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$76.6K +$83.4K +14,215 New
OAM
261
OP Asset Management
$76.5K -$111K -18,897 -57%
AIA
262
AssuredPartners Investment Advisors
Florida
$76.3K +$2.02K +344 +2%
BFF
263
Byrne Financial Freedom
Massachusetts
$75.5K
SC
264
Scotia Capital
Ontario, Canada
$73K +$79.4K +13,535 New
FFA
265
Farther Finance Advisors
California
$71.5K +$33.1K +5,641 +74%
CL
266
CSS LLC
Illinois
$70.1K
AWP
267
Ascent Wealth Partners
New York
$69.9K +$13.4K +2,283 +21%
VF
268
Virtu Financial
New York
$68K -$1.4M -239,424 -95%
CAG
269
Csenge Advisory Group
Florida
$66.6K +$72.5K +12,350 New
TWM
270
Tradition Wealth Management
Minnesota
$66K +$71.8K +12,246 New
SFA
271
Souders Financial Advisors
Ohio
$65.2K +$3.94K +672 +6%
YCM
272
Yousif Capital Management
Michigan
$65.1K +$6.69K +1,140 +10%
EWM
273
Evercore Wealth Management
New York
$64.7K +$70.4K +12,000 New
SAA
274
Southeast Asset Advisors
Georgia
$64.7K +$70.4K +12,000 New
MOS
275
MGO One Seven
Ohio
$64.6K +$70.3K +11,986 New