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Name Holding Trade Value Shares
Change
Change in
Stake
ASN
151
Advisory Services Network
Georgia
$11.2K +$11.9K +524 New
BAM
152
Belpointe Asset Management
Nevada
$8.53K +$9.09K +400 New
FCA
153
Fortis Capital Advisors
Kansas
$8.53K +$9.09K +400 New
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$8K +$7.32K +322 +325%
ATC
155
Adirondack Trust Company
New York
$7.36K – – –
TFS
156
TrustCore Financial Services
Tennessee
$7.25K – – –
SPIA
157
Steward Partners Investment Advisory
New York
$4.27K -$5.68K -250 -56%
Nisa Investment Advisors
158
Nisa Investment Advisors
Missouri
$4K – – –
PA
159
Parallel Advisors
California
$3.09K +$568 +25 +21%
CAS
160
Coppell Advisory Solutions
Texas
$2.99K +$3.18K +140 New
CASC
161
Coppell Advisory Solutions Corp
Texas
$2.99K +$3.18K +140 New
CHA
162
Carmichael Hill & Associates
Maryland
$2.13K – – –
GRP
163
Global Retirement Partners
California
$1.71K – – –
AF
164
Allworth Financial
California
$1.49K – – –
PPC
165
Park Place Capital
Alabama
$1K +$727 +32 New
MCM
166
Manchester Capital Management
Vermont
$960 – – –
CTA
167
Colonial Trust Advisors
South Carolina
$853 +$909 +40 New
FP
168
Financial Perspectives
Minnesota
$512 – – –
HS
169
Horan Securities
United States
$439 – – –
CA
170
CoreCap Advisors
Michigan
$320 +$341 +15 New
PF
171
Phoenix Financial
Israel
$250 +$7.27K +320 +3%
PNC Financial Services Group
172
PNC Financial Services Group
Pennsylvania
$235 – – –
LS
173
Leelyn Smith
Illinois
$213 +$227 +10 +100%
HNB
174
Huntington National Bank
Ohio
$21 – – –
1832 Asset Management
175
1832 Asset Management
Ontario, Canada
– -$2.49M -112,500 Closed