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Name Holding Trade Value Shares
Change
Change in
Stake
PLU
101
Performa Ltd (US)
South Carolina
$4.02K +$5.16K +3,000 New
Optiver Holding
102
Optiver Holding
Netherlands
$2.53K
QCG
103
Quadrant Capital Group
Ohio
$2.52K
SS
104
SBI Securities
Japan
$1.24K +$805 +468 +102%
QL
105
Quarry LP
New York
$1.11K -$16.5K -9,607 -92%
EP
106
Essential Partners
California
$910 +$700 +407 +150%
EWA
107
EverSource Wealth Advisors
Alabama
$791 -$754 -438 -43%
AF
108
Allworth Financial
California
$549 +$470 +273 +201%
Osaic Holdings
109
Osaic Holdings
Arizona
$541 -$9 -5 -1%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$515 +$661 +384 New
PWA
111
Physician Wealth Advisors
Utah
$447 +$573 +333 New
PA
112
Parallel Advisors
California
$398
IA
113
IFP Advisors
Florida
$52 +$50 +29 +290%
RIL
114
Rothschild Investment LLC
Illinois
$28 +$36 +21 New
FFA
115
Farther Finance Advisors
California
$17 +$22 +13 New
DCM
116
Dupont Capital Management
Delaware
$5
DF
117
Dunhill Financial
United Kingdom
$5 +$7 +4 New
CIAM
118
Caitong International Asset Management
Hong Kong
$1 +$2 +1 New
PCM
119
Polymer Capital Management
New York
-$271K -136,798 Closed
GH
120
GAM Holding
Switzerland
-$149K -75,000 Closed
WAM
121
Wolverine Asset Management
Illinois
-$45.5K -23,005 Closed
Mariner
122
Mariner
Kansas
-$41.4K -20,913 Closed
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
-$33.2K -15,870 Closed
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
-$14K -7,069 Closed
SWM
125
Spire Wealth Management
Virginia
-$5.94K -3,000 Closed