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Compass

Name Holding Trade Value Shares
Change
Change in
Stake
NG
301
Norden Group
Utah
$105K +$151K +14,402 New
IFPG
302
Intrepid Financial Planning Group
Indiana
$105K +$151K +14,360 New
GAG
303
GM Advisory Group
New York
$102K
AT
304
Arlington Trust
Alabama
$102K
FPAS
305
Focus Partners Advisor Solutions
Missouri
$102K +$146K +13,922 New
HNB
306
Huntington National Bank
Ohio
$93.2K +$2.66K +253 +2%
AWM
307
AE Wealth Management
Kansas
$92.9K +$134K +12,711 New
First Trust Advisors
308
First Trust Advisors
Illinois
$92.5K -$1.63M -154,678 -92%
GS
309
GWN Securities
Florida
$91.3K
WIA
310
World Investment Advisors
California
$86.7K +$378 +36 +0.3%
BIG
311
Brooklyn Investment Group
New York
$85.7K +$123K +11,719 New
BNP Paribas Asset Management
312
BNP Paribas Asset Management
France
$84.5K +$50.8K +4,837 +72%
PA
313
Profund Advisors
Maryland
$84K +$121K +11,486 New
GC
314
Guggenheim Capital
Illinois
$82.9K +$119K +11,341 New
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$82.2K +$118K +11,250 New
IC
316
Inscription Capital
Texas
$82.1K +$118K +11,235 New
XF
317
XML Financial
Maryland
$81.8K
MFG
318
Merit Financial Group
Georgia
$81K +$116K +11,082 New
Commonwealth Equity Services
319
Commonwealth Equity Services
Massachusetts
$79.5K +$114K +10,870 New
NERM
320
New England Research & Management
Illinois
$78.9K +$8.06K +767 +8%
QCM
321
QRG Capital Management
Illinois
$76.9K +$111K +10,518 New
NA
322
NewEdge Advisors
Louisiana
$76.8K -$6.91K -658 -6%
EAM
323
Eventide Asset Management
Massachusetts
$75K +$115K +10,956 New
Federated Hermes
324
Federated Hermes
Pennsylvania
$72.1K +$70.3K +6,694 +211%
EWA
325
EverSource Wealth Advisors
Alabama
$71.5K +$89.6K +8,529 +682%