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Name Holding Trade Value Shares
Change
Change in
Stake
SC
301
Solstein Capital
California
$58.9K
GI
302
GAMMA Investing
California
$58.6K +$8.76K +85 +17%
AF
303
Allworth Financial
California
$56.9K +$36K +349 +168%
UBS AM
304
UBS AM
Illinois
$54.8K -$50.4M -488,806 -100%
OCWP
305
Owl Creek Wealth Partners
Colorado
$54.7K +$32K +310 +138%
CI
306
CX Institutional
Indiana
$54K +$48.1K +467 +730%
FP
307
Financial Perspectives
Minnesota
$52.8K
PWPS
308
Pinnacle Wealth Planning Services
Ohio
$49K +$43.4K +421 +714%
CIAM
309
Caitong International Asset Management
Hong Kong
$48K -$609K -5,905 -93%
Bessemer Group
310
Bessemer Group
New Jersey
$44K -$39.4M -381,725 -100%
BWA
311
Basecamp Wealth Advisors
Washington
$36.2K -$46.6K -452 -56%
EWA
312
EverSource Wealth Advisors
Alabama
$36.1K -$6.19K -60 -15%
AssetMark Inc
313
AssetMark Inc
California
$27.6K -$202K -1,956 -88%
MPW
314
MASECO Private Wealth
$24.4K
HNB
315
Huntington National Bank
Ohio
$24.3K +$10.7K +104 +78%
EP
316
Essential Partners
California
$20.9K +$19.8K +192 +1,477%
MPWT
317
MassMutual Private Wealth & Trust
Connecticut
$20.2K +$14.9K +145 +274%
SAM
318
Smartleaf Asset Management
Massachusetts
$17.3K
TFIPS
319
Towarzystwo Funduszy Inwestycyjnych PZU SA
$16.9K
AS
320
Altshuler Shaham
Israel
$15.4K +$15.6K +151 New
ZBNA
321
Zions Bancorporation, National Association
Utah
$14.5K -$3.09K -30 -17%
CFO
322
CVA Family Office
Colorado
$14.1K +$10.2K +99 +254%
IA
323
IFP Advisors
Florida
$12.6K -$1.44K -14 -10%
CFD
324
Creative Financial Designs
Indiana
$11.2K +$515 +5 +5%
EI
325
EFG International
$11.1K