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Americold

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
351
AssetMark Inc
California
$14.1K -$316 -23 -2%
BF
352
BOK Financial
Oklahoma
$13.6K +$11.9K +865 New
RF
353
Rossby Financial
Florida
$13.5K -$480 -35 -4%
ABWM
354
Alpine Bank Wealth Management
Colorado
$13K +$11.3K +825 New
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$12.7K -$7.55K -550 -41%
MPWT
356
MassMutual Private Wealth & Trust
Connecticut
$12.4K +$2.46K +179 +29%
WETS
357
Wealth Enhancement Trust Services
South Dakota
$11.3K +$9.87K +719 New
WAG
358
Wiser Advisor Group
Arizona
$11.1K +$178 +13 +2%
OCWP
359
Owl Creek Wealth Partners
Colorado
$9.75K – – –
LFG
360
Larson Financial Group
Missouri
$9.29K -$2.35K -171 -22%
AEPWM
361
Atlantic Edge Private Wealth Management
Florida
$8.65K – – –
EWP
362
Elevation Wealth Partners
California
$8.21K – – –
NS
363
NBC Securities
Alabama
$8.03K -$7.89K -575 -53%
SIC
364
SJS Investment Consulting
Ohio
$7.94K +$6.93K +505 New
VFM
365
Vision Financial Markets
Connecticut
$7.86K +$2.75K +200 +67%
PWPS
366
Pinnacle Wealth Planning Services
Ohio
$6.41K – – –
GEA
367
Glen Eagle Advisors
New Jersey
$6.29K +$2.75K +200 +100%
VWM
368
Vermillion Wealth Management
Minnesota
$5.86K – – –
PB
369
Prosperity Bancshares
Texas
$5.46K -$20K -1,460 -81%
FAM
370
Fulcrum Asset Management
United Kingdom
$5.38K +$4.58K +334 New
PWAM
371
Private Wealth Asset Management
Iowa
$5.24K – – –
APFP
372
Action Point Financial Planning
Michigan
$5.12K +$4.5K +328 New
PWA
373
Physician Wealth Advisors
Utah
$4.72K -$645 -47 -14%
SSG
374
Summit Securities Group
New York
$4.72K +$4.12K +300 New
AWM
375
Activest Wealth Management
Florida
$4.68K +$4.06K +296 +14,800%