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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$2.73K -$24.9K -1,811 -87%
ATC
102
Adirondack Trust Company
New York
$2.71K
CIAM
103
Caitong International Asset Management
Hong Kong
$2.56K +$2.97K +216 +540%
GWM
104
Geneos Wealth Management
Colorado
$2.02K
QC
105
Quent Capital
New York
$1.82K
Barclays
106
Barclays
United Kingdom
$1.51K -$539K -39,241 -100%
FFA
107
Farther Finance Advisors
California
$1.45K -$2.82K -205 -59%
TRCT
108
Tower Research Capital (TRC)
New York
$1.38K -$13.9K -1,010 -88%
NA
109
NewEdge Advisors
Louisiana
$1.19K -$1.44K -105 -47%
PA
110
Parallel Advisors
California
$1.07K -$69 -5 -4%
MWA
111
Medallion Wealth Advisors
Connecticut
$1.06K
PWA
112
Physician Wealth Advisors
Utah
$1.02K +$1.4K +102 New
UB
113
UMB Bank
Missouri
$1K
VWA
114
VSM Wealth Advisory
Maryland
$1K
WSFS
115
Wilmington Savings Fund Society
Delaware
$1K +$1.37K +100 New
CFO
116
CVA Family Office
Colorado
$962 +$1.32K +96 New
DWM
117
Dogwood Wealth Management
Kansas
$902
SWM
118
Spire Wealth Management
Virginia
$847
EWA
119
EverSource Wealth Advisors
Alabama
$822 +$96 +7 +9%
ASN
120
Advisory Services Network
Georgia
$772 +$1.06K +77 New
CA
121
Clearstead Advisors
Ohio
$702
MWM
122
Mosley Wealth Management
California
$659 +$371 +27 New
SIC
123
SJS Investment Consulting
Ohio
$642 +$467 +34 +113%
Vanguard National Trust
124
Vanguard National Trust
Pennsylvania
$591 +$811 +59 New
BWA
125
Basecamp Wealth Advisors
Washington
$551