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Name Holding Trade Value Shares
Change
Change in
Stake
UCB
651
United Community Bank
South Carolina
$2.4K +$2.52K +9 New
LSA
652
Leonteq Securities AG
Switzerland
$2.13K -$34.4K -123 -94%
BCWM
653
Bartlett & Co Wealth Management
Ohio
$1.86K – – –
LIM
654
Longfellow Investment Management
Massachusetts
$1.86K – – –
PS
655
Principal Securities
Iowa
$1.76K – – –
AWM
656
Abound Wealth Management
Tennessee
$1.56K – – –
FFO
657
Fortitude Family Office
Arizona
$1.33K – – –
HWA
658
HHM Wealth Advisors
Tennessee
$1.07K – – –
WCM
659
WealthTrak Capital Management
Virginia
$1.07K +$559 +2 +100%
PWA
660
Physician Wealth Advisors
Utah
$1.07K +$1.12K +4 New
RS
661
Rakuten Securities
Japan
$1.06K -$4.47K -16 -80%
BFS
662
Bare Financial Services
Pennsylvania
$1.06K +$1.12K +4 New
RA
663
Rise Advisors
New York
$1.06K +$1.12K +4 New
HFS
664
Hantz Financial Services
Michigan
$1K +$559 +2 New
T
665
TOBAM
France
$1K +$1.12K +4 New
DMBA
666
Deseret Mutual Benefit Administrators
Utah
$799 – – –
SIS
667
Sound Income Strategies
Florida
$799 – – –
CWP
668
Clark Wealth Partners
Illinois
$799 +$839 +3 New
RWM
669
Rialto Wealth Management
New York
$799 +$839 +3 New
PEAK6
670
PEAK6
Illinois
$730 +$280 +1 +50%
HFS
671
Hughes Financial Services
Virginia
$537 +$559 +2 New
CA
672
CoreCap Advisors
Michigan
$533 -$102K -363 -99%
AF
673
Advisornet Financial
Minnesota
$533 – – –
PWM
674
Parkworth Wealth Management
California
$533 – – –
TFM
675
TFC Financial Management
Massachusetts
$533 – – –