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Name Holding Trade Value Shares
Change
Change in
Stake
CT
301
Cambridge Trust
Massachusetts
$9K – – –
PFBT
302
Parkside Financial Bank & Trust
Missouri
$9K – – –
AWM
303
Activest Wealth Management
Florida
$8K – – –
FAG
304
Fortitude Advisory Group
Washington
$8K – – –
RA
305
Rise Advisors
New York
$8K +$1.5K +50 +28%
PCG
306
Private Capital Group
Connecticut
$7K -$361 -12 -6%
MSFP
307
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
Spire Wealth Management
308
Spire Wealth Management
Virginia
$7K – – –
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$5.05K +168 +1,292%
EverSource Wealth Advisors
310
EverSource Wealth Advisors
Alabama
$5K -$3.79K -126 -49%
BAM
311
Byrne Asset Management
New Jersey
$4K -$11.5K -381 -79%
Prospera Financial Services
312
Prospera Financial Services
Texas
$4K +$2.98K +99 New
Aquatic Capital Management
313
Aquatic Capital Management
Illinois
$4K +$3.01K +100 New
TD Waterhouse Canada
314
TD Waterhouse Canada
Ontario, Canada
$3.2K – – –
Allspring Global Investments
315
Allspring Global Investments
North Carolina
$3K -$424K -14,106 -99%
NFSG
316
Newbridge Financial Services Group
Florida
$3K -$7.52K -250 -77%
Whittier Trust
317
Whittier Trust
California
$3K +$1.38K +46 +92%
PCA
318
Providence Capital Advisors
North Carolina
$3K +$2.2K +73 New
MUFG Americas
319
MUFG Americas
New York
$3K +$2.38K +79 New
Allianz Asset Management
320
Allianz Asset Management
Germany
$3K +$2.65K +88 New
FP
321
Financial Perspectives
Minnesota
$2.54K – – –
BWP
322
Baldwin Wealth Partners
Massachusetts
$2K -$30 -1 -2%
GWS
323
Glassman Wealth Services
Virginia
$2K +$120 +4 +6%
BBPWM
324
Blue Bell Private Wealth Management
Pennsylvania
$2K +$1.84K +61 New
Global Retirement Partners
325
Global Retirement Partners
California
$2K +$3.7K +123 New