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Name Holding Trade Value Shares
Change
Change in
Stake
EQF
226
Evergreen Quality Fund
Cayman Islands
$59.1K +$62.7K +2,900 New
UB
227
UMB Bank
Missouri
$52.9K +$2.25K +104 +4%
SAM
228
Smartleaf Asset Management
Massachusetts
$52.7K +$55.7K +2,576 New
LSA
229
Leonteq Securities AG
Switzerland
$41.4K -$10.2K -470 -19%
LFG
230
Larson Financial Group
Missouri
$34.4K +$17.6K +815 +93%
KAS
231
Kestra Advisory Services
Texas
$29K +$30.8K +1,424 New
FHC
232
First Horizon Corporation
Tennessee
$26.1K
CA
233
CoreCap Advisors
Michigan
$22.6K -$362K -16,746 -94%
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$21.9K +$23.3K +1,077 New
BWA
235
Basecamp Wealth Advisors
Washington
$16.1K +$17.1K +790 New
PTC
236
Private Trust Company
Ohio
$13.9K +$12.4K +576 +549%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$13K +$3.39K +157 +32%
W
238
WealthCollab
Washington
$9.64K
OBC
239
Oakum Bay Capital
Connecticut
$9.17K +$9.72K +450 New
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$8.87K +$1.9K +88 +25%
FG
241
Fairman Group
Pennsylvania
$7.07K
QCG
242
Quadrant Capital Group
Ohio
$6.97K
UBS AM
243
UBS AM
Illinois
$6.24K -$80.1M -3,706,642 -100%
FFA
244
Farther Finance Advisors
California
$5.99K +$1.12K +52 +21%
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$5.85K +$6.2K +287 New
BFS
246
Bare Financial Services
Pennsylvania
$5.64K -$346 -16 -5%
CIBC Private Wealth Group
247
CIBC Private Wealth Group
Georgia
$4.5K -$2.98K -138 -38%
BTI
248
Blue Trust Inc
Georgia
$4.46K +$821 +38 +21%
BIA
249
Bell Investment Advisors
California
$4.4K +$3.76K +174 +414%
AF
250
Allworth Financial
California
$3.65K -$22 -1 -0.6%