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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$13.1K -$1.76K -600 -11%
NA
202
NewEdge Advisors
Louisiana
$13K -$16.3K -5,567 -51%
BTI
203
Blue Trust Inc
Georgia
$11.2K -$26.9K -9,158 -67%
AA
204
AlphaMark Advisors
Kentucky
$10K
W
205
WealthCollab
Washington
$7.9K -$14.1K -4,786 -60%
N
206
Natixis
France
$6.72K
CA
207
CoreCap Advisors
Michigan
$6.42K +$7.73K +2,633 New
EWA
208
EverSource Wealth Advisors
Alabama
$6.26K -$5.74K -1,955 -43%
AWM
209
Abound Wealth Management
Tennessee
$5.5K +$97 +33 +1%
WWP
210
WR Wealth Planners
Missouri
$5.25K +$5.87K +2,000 +1,333%
PBK
211
Peoples Bank (Kansas)
Kansas
$4.88K
OP
212
ORG Partners
Indiana
$4.42K
WBC
213
West Branch Capital
Massachusetts
$4.05K
FFA
214
Farther Finance Advisors
California
$3.79K
US Bancorp
215
US Bancorp
Minnesota
$3.63K
OC
216
Oakworth Capital
Alabama
$3.57K
GGI
217
Godsey & Gibb Inc
Virginia
$3.4K
HI
218
Harbour Investments
Wisconsin
$3.07K +$294 +100 +9%
GJIA
219
Glass Jacobson Investment Advisors
Maryland
$2.44K
SPIA
220
Steward Partners Investment Advisory
New York
$2.44K +$2.94K +1,000 New
BHWM
221
Beaird Harris Wealth Management
Texas
$2.08K
SWM
222
Spire Wealth Management
Virginia
$1.99K
MWA
223
Medallion Wealth Advisors
Connecticut
$1.95K +$2.35K +800 New
AF
224
Advisornet Financial
Minnesota
$1.34K
LC
225
Lindbrook Capital
California
$1.28K +$1.4K +476 +952%