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Bankunited

Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Clearstead Advisors
Ohio
$2.33K +$2.26K +48 New
AIS
302
Advocate Investing Services
Maryland
$2.23K – – –
FMII
303
Farmers & Merchants Investments Inc
Nebraska
$2.04K – – –
SWAG
304
Spectrum Wealth Advisory Group
California
$2.04K +$1.98K +42 New
CMA
305
Cedar Mountain Advisors
Oregon
$1.79K – – –
AssetMark Inc
306
AssetMark Inc
California
$1.7K – – –
BIA
307
Bell Investment Advisors
California
$1.7K +$517 +11 +46%
CCMI
308
Creative Capital Management Investments
California
$1.6K +$1.55K +33 New
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$1.5K -$611 -13 -30%
PWMG
310
Prestige Wealth Management Group
New Jersey
$1.16K – – –
HNB
311
Huntington National Bank
Ohio
$1.06K -$2.35K -50 -69%
PA
312
Parallel Advisors
California
$1.02K +$517 +11 +110%
AW
313
Avion Wealth
Texas
$1K – – –
C
314
Covestor
United Kingdom
$1K +$564 +12 +240%
SEP
315
Signature Equity Partners
Ohio
$984 – – –
DPW
316
DiNuzzo Private Wealth
Pennsylvania
$969 – – –
FC
317
Financial Consulate
Maryland
$969 – – –
SGFG
318
Silver Grove Financial Group
New York
$872 +$847 +18 New
TM
319
Torren Management
California
$811 – – –
BHWM
320
Bay Harbor Wealth Management
Maryland
$775 +$188 +4 +33%
KG
321
Kilter Group
New York
$727 +$706 +15 New
RWM
322
Rialto Wealth Management
New York
$679 – – –
HIA
323
HFM Investment Advisors
New Jersey
$679 +$329 +7 +100%
TWD
324
True Wealth Design
Ohio
$630 – – –
Q1WB
325
Quest 10 Wealth Builders
Virginia
$436 – – –