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Smartbird Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Bosun Asset Management
Illinois
$3.78K +$3.74K +150 New
GRP
102
Global Retirement Partners
California
$2.7K
FWM
103
Focused Wealth Management
New York
$2.52K
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$2K -$399 -16 -18%
CWC
105
Carolinas Wealth Consulting
North Carolina
$1.6K
APW
106
Atlantic Private Wealth
North Carolina
$1.18K
WIM
107
Westside Investment Management
California
$1.17K
US Bancorp
108
US Bancorp
Minnesota
$1.02K
ADL
109
Asset Dedication LLC
California
$1K -$50 -2 -3%
WT
110
Whittier Trust
California
$625
AWM
111
Avior Wealth Management
Nebraska
$504
MA
112
Montag & Associates
Georgia
$504
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$476
Point72 Asset Management
114
Point72 Asset Management
Connecticut
$475 +$474 +19 New
IRAG
115
Investment Research & Advisory Group
Georgia
$383
SPIA
116
Steward Partners Investment Advisory
New York
$378
IA
117
IFP Advisors
Florida
$252 +$250 +10 New
JFGIW
118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$221
JWM
119
Janiczek Wealth Management
Colorado
$63
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$33 +$25 +1 New
SS
121
Sunbelt Securities
Texas
$26
AWM
122
AllSquare Wealth Management
New York
$14
EAM
123
Eukles Asset Management
Ohio
$1
Swiss National Bank
124
Swiss National Bank
Switzerland
-$249K -10,385 Closed
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
-$156K -6,608 Closed