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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
401
Cedar Wealth Management
California
$34.3K – – –
W
402
WealthCollab
Washington
$33.9K – – –
AF
403
Advisornet Financial
Minnesota
$32.2K – – –
MFT
404
Moisand Fitzgerald Tamayo
Florida
$31.6K – – –
EDRH
405
Edmond de Rothschild Holding
Switzerland
$31K -$1.47M -14,798 -98%
BCWM
406
Bartlett & Co Wealth Management
Ohio
$26.4K – – –
CFD
407
Creative Financial Designs
Indiana
$26.4K – – –
PWMG
408
Private Wealth Management Group
New Jersey
$26.4K – – –
SS
409
Sunbelt Securities
Texas
$25K -$188K -1,902 -91%
TWC
410
TD Waterhouse Canada
Ontario, Canada
$24.8K -$6.14K -62 -26%
RPA
411
Redwood Park Advisors
California
$24.4K +$14.4K +145 +363%
LWCFA
412
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24.1K – – –
BAM
413
Bellevue Asset Management
Washington
$22.4K – – –
FHC
414
First Horizon Corporation
Tennessee
$21.6K +$16.2K +164 New
FMP
415
Financial Management Professionals
Texas
$20.7K +$3.07K +31 +25%
LFG
416
Larson Financial Group
Missouri
$19.6K +$1.39K +14 +10%
PWMG
417
Prestige Wealth Management Group
New Jersey
$19.5K – – –
GXJ
418
Global X Japan
Japan
$19.1K -$2.18K -22 -13%
UCB
419
United Community Bank
South Carolina
$17.8K +$9.21K +93 +221%
HI
420
Harbour Investments
Wisconsin
$17.1K – – –
AF
421
Allworth Financial
California
$16.9K +$4.06K +41 +47%
SC
422
Swan Capital
Florida
$16.1K – – –
HNB
423
Huntington National Bank
Ohio
$15.9K +$1.98K +20 +20%
OIA
424
Optimum Investment Advisors
Illinois
$15.8K – – –
Q1WB
425
Quest 10 Wealth Builders
Virginia
$15.8K +$11.9K +120 New
15 16
17
18 19