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Name Holding Trade Value Shares
Change
Change in
Stake
PI
151
Putnam Investments
Massachusetts
$112K +$122K +27,258 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$111K -$3K -670 -2%
Corient Private Wealth
153
Corient Private Wealth
Florida
$110K +$21K +4,696 +21%
AWM
154
Axxcess Wealth Management
California
$103K +$112K +24,970 New
SFA
155
Sequoia Financial Advisors
Ohio
$100K -$4.76K -1,063 -4%
National Bank of Canada
156
National Bank of Canada
Quebec, Canada
$95.8K
Sumitomo Mitsui Trust Group
157
Sumitomo Mitsui Trust Group
Japan
$93.4K -$4 -1 -0%
RJA
158
Raymond James & Associates
Florida
$92.2K +$103 +23 +0.1%
YCM
159
Yousif Capital Management
Michigan
$91.6K -$4 -1 -0%
S
160
SignatureFD
Georgia
$91.2K +$67 +15 +0.1%
PFO
161
Pathstone Family Office
New Jersey
$87.6K -$113K -25,316 -55%
JF
162
Jump Financial
Illinois
$86.6K -$4.29M -957,195 -98%
BTI
163
Blue Trust Inc
Georgia
$79K +$26.8K +5,993 +54%
BL
164
Balentine LLC
Georgia
$78.3K -$7.71K -1,720 -8%
Vanguard Capital Wealth Advisors
165
Vanguard Capital Wealth Advisors
Colorado
$77.6K -$9.88K -2,206 -10%
LNWWM
166
Laird Norton Wetherby Wealth Management
California
$77.5K -$7.11K -1,588 -8%
Prudential Financial
167
Prudential Financial
New Jersey
$76.4K -$3.06K -682 -4%
IA
168
Inspire Advisors
Idaho
$72.2K +$11.6K +2,598 +17%
AWS
169
Atria Wealth Solutions
New York
$70K -$81.8K -18,270 -52%
TSS
170
Two Sigma Securities
New York
$69.9K -$1.08M -240,940 -93%
QCG
171
Quadrant Capital Group
Ohio
$68.9K +$860 +192 +1%
PWPS
172
Pinnacle Wealth Planning Services
Ohio
$68.8K -$4 -1 -0%
TPCW
173
TD Private Client Wealth
New York
$67.2K +$6.51K +1,453 +10%
Creative Planning
174
Creative Planning
Kansas
$66.8K -$28.6K -6,393 -28%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$66.5K +$5K +1,117 +8%