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Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
626
C.M. Bidwell & Associates
Hawaii
$138K
PWMG
627
Prestige Wealth Management Group
New Jersey
$138K
GWM
628
Geneos Wealth Management
Colorado
$134K
FMT
629
First Mercantile Trust
Tennessee
$131K -$179K -950 -57%
GEA
630
Glen Eagle Advisors
New Jersey
$121K
QCG
631
Quadrant Capital Group
Ohio
$118K +$3.59K +19 +3%
SWM
632
Spire Wealth Management
Virginia
$115K +$13.4K +71 +13%
EWM
633
Endurance Wealth Management
Rhode Island
$106K
JCM
634
Jacobi Capital Management
Pennsylvania
$103K
LWCFA
635
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K
FA
636
Fortis Advisors
Pennsylvania
$97K
CFGS
637
Concourse Financial Group Securities
Alabama
$96K +$7.18K +38 +8%
BHWM
638
Bay Harbor Wealth Management
Maryland
$93K -$378 -2 -0.4%
PCM
639
Penserra Capital Management
California
$91K +$8.69K +46 +10%
DFCM
640
Dark Forest Capital Management
Puerto Rico
$91K +$94.8K +502 New
GFPC
641
Global Financial Private Client
Florida
$77.3K
SOW
642
State of Wyoming
Wyoming
$77K -$21.5K -114 -21%
DWA
643
Dougherty Wealth Advisers
Minnesota
$75K
AS
644
Altshuler Shaham
Israel
$72K -$11.9K -63 -14%
SC
645
SouthState Corp
Florida
$67K
CI
646
CX Institutional
Indiana
$65K +$13.4K +71 +25%
AWM
647
AllSquare Wealth Management
New York
$64K
CWM
648
Cranbrook Wealth Management
Michigan
$64K
PA
649
Parallel Advisors
California
$61K +$11K +58 +21%
WLPWM
650
Walled Lake Planning & Wealth Management
Illinois
$60K