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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
676
Concourse Financial Group Securities
Alabama
$104K -$2.85K -15 -3%
BHWM
677
Bay Harbor Wealth Management
Maryland
$102K +$3.42K +18 +4%
PA
678
Parallel Advisors
California
$99K +$27.9K +147 +44%
SC
679
SouthState Corp
Florida
$95K +$18.1K +95 +26%
SOW
680
State of Wyoming
Wyoming
$86K -$380 -2 -0.5%
GFPC
681
Global Financial Private Client
Florida
$85.2K – – –
DWA
682
Dougherty Wealth Advisers
Minnesota
$84K – – –
NFG
683
Next Financial Group
Texas
$81K +$50.6K +266 +203%
JWA
684
JFS Wealth Advisors
Pennsylvania
$76K +$70.2K +369 New
SC
685
Seldon Capital
California
$76K +$70.3K +370 New
TAIM
686
TD Ameritrade Investment Management
Nebraska
$72K -$12.7K -67 -16%
CWM
687
Cranbrook Wealth Management
Michigan
$72K – – –
AssetMark Inc
688
AssetMark Inc
California
$67K +$20K +105 +47%
LSA
689
Leonteq Securities AG
Switzerland
$64.5K +$59.9K +315 New
EBA
690
Eagle Bay Advisors
New York
$63K -$4.37K -23 -7%
SFM
691
Signet Financial Management
New Jersey
$63K +$58.9K +310 New
APP
692
Alpha Paradigm Partners
Illinois
$62K – – –
AWM
693
AllSquare Wealth Management
New York
$61K -$10.5K -55 -16%
ODG
694
O'Dell Group
Ohio
$58K +$190 +1 +0.4%
LAS
695
Lloyd Advisory Services
Georgia
$56K – – –
WTA
696
Washington Trust Advisors
Massachusetts
$51K +$47K +247 New
Federated Hermes
697
Federated Hermes
Pennsylvania
$50K -$15.6K -82 -25%
WTC
698
WhitTier Trust Company
Nevada
$48K – – –
HNB
699
Huntington National Bank
Ohio
$47K +$9.51K +50 +28%
PO
700
Private Ocean
California
$46K – – –