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Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
351
Retirement Planning Company of New England
Rhode Island
$210K +$232K +6,468 New
IA
352
IFG Advisory
Georgia
$205K
CL
353
CSS LLC
Illinois
$203K +$224K +6,240 New
FWM
354
Focused Wealth Management
New York
$201K
CM
355
Caption Management
Oklahoma
$195K +$215K +6,000 New
GWM
356
Geneos Wealth Management
Colorado
$192K -$7.32K -204 -3%
GFPC
357
Global Financial Private Client
Florida
$152K +$54.8K +1,528 +48%
MMCM
358
Murphy & Mullick Capital Management
New York
$151K +$161K +4,490 +2,993%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$149K -$6.38K -178 -4%
National Bank of Canada
360
National Bank of Canada
Quebec, Canada
$146K -$28.8K -803 -15%
GITFIT
361
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$120K
MCM
362
MAI Capital Management
Ohio
$114K -$5.2K -145 -4%
PIM
363
Plato Investment Management
Australia
$112K -$378K -10,551 -76%
CFD
364
Creative Financial Designs
Indiana
$111K -$2.62K -73 -2%
S
365
SignatureFD
Georgia
$111K +$15.6K +436 +15%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$97K +$28.7K +801 +37%
GI
367
GAMMA Investing
California
$96.4K +$81.5K +2,271 +328%
FFA
368
Farther Finance Advisors
California
$94K +$28.2K +787 +39%
SS
369
SBI Securities
Japan
$91.6K -$28.4K -791 -22%
CCM
370
Coldstream Capital Management
Washington
$90.6K +$100K +2,788 New
WSFS
371
Wilmington Savings Fund Society
Delaware
$87.4K -$4.02K -112 -4%
UBP
372
Union Bancaire Privee
Switzerland
$80.4K
A
373
AlphaQuest
New York
$79.5K -$19.4K -540 -18%
MWM
374
MorganRosel Wealth Management
Colorado
$65K +$71.7K +2,000 New
CA
375
Clearstead Advisors
Ohio
$64.3K +$11.5K +321 +19%