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CuriosityStream

Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
51
Zurich Cantonal Bank
Switzerland
$158K +$201K +11,626 New
Parallax Volatility Advisers
52
Parallax Volatility Advisers
California
$156K +$199K +11,484 New
Wells Fargo
53
Wells Fargo
California
$151K -$15.8K -913 -8%
HR
54
Hayden Royal
North Carolina
$143K +$182K +10,539 New
Creative Planning
55
Creative Planning
Kansas
$130K +$166K +9,565 New
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$104K
PCM
57
Penserra Capital Management
California
$90K -$201K -11,634 -64%
IA
58
IFP Advisors
Florida
$86K +$111K +6,429 New
WAM
59
Wolverine Asset Management
Illinois
$70K +$89.7K +5,182 New
BCM
60
Basso Capital Management
Connecticut
$68K
Bank of America
61
Bank of America
North Carolina
$39K -$132K -7,610 -73%
TIM
62
Tortoise Investment Management
New York
$27K +$34.6K +2,000 New
Osaic Holdings
63
Osaic Holdings
Arizona
$25K +$14.6K +845 +89%
BWP
64
Baldwin Wealth Partners
Massachusetts
$20K +$26K +1,500 New
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$20K +$26K +1,500 New
CB
66
Community Bank
New York
$15K +$19.2K +1,109 New
BFC
67
Bedel Financial Consulting
Indiana
$9K +$11.7K +676 New
VFA
68
Valeo Financial Advisors
Indiana
$6K +$7.79K +450 New
HI
69
Harbour Investments
Wisconsin
$5K +$5.64K +326 New
SWM
70
Spire Wealth Management
Virginia
$4K +$5.19K +300 New
GWM
71
Geneos Wealth Management
Colorado
$2K +$1.3K +75 +75%
COCM
72
Charter Oak Capital Management
New Hampshire
$1K +$692 +40 New
AF
73
Allworth Financial
California
$1K +$1.73K +100 New
EC
74
Edenbrook Capital
New York
-$4.68M -335,283 Closed
PMAM
75
Picton Mahoney Asset Management
Ontario, Canada
-$2.36M -312,500 Closed