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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
551
Tradition Wealth Management
Minnesota
$61K +$79 +1 +0.1%
CWM
552
Compass Wealth Management
Connecticut
$58.9K – – –
ST
553
Smithfield Trust
Pennsylvania
$53K – – –
NFA
554
Northwest Financial Advisors
Virginia
$50.2K +$45.5K +579 New
ADL
555
Asset Dedication LLC
California
$43K – – –
DWMG
556
DB Wealth Management Group
California
$39.5K – – –
CA
557
Clearstead Advisors
Ohio
$38.6K – – –
BWP
558
Baldwin Wealth Partners
Massachusetts
$30.4K – – –
FFO
559
Fortitude Family Office
Arizona
$28.8K +$26.1K +332 New
SIS
560
Sound Income Strategies
Florida
$28.2K +$25.6K +325 New
AA
561
Ancora Advisors
Ohio
$27.6K +$25K +318 New
AF
562
Allworth Financial
California
$27.4K +$3.85K +49 +18%
T
563
TOBAM
France
$27K +$23.8K +303 +2,331%
VNA
564
Valley National Advisers
Pennsylvania
$25K – – –
SFA
565
Semmax Financial Advisors
North Carolina
$25K +$79 +1 +0.4%
LFA
566
LGT Financial Advisors
Texas
$24.9K – – –
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$22K -$9.04K -115 -31%
JFGIW
568
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.7K – – –
BTI
569
Blue Trust Inc
Georgia
$18K +$10.5K +133 +116%
Simplex Trading
570
Simplex Trading
Illinois
$17K -$26.4K -336 -62%
PS
571
Principal Securities
Iowa
$16.9K +$15.3K +195 New
JWA
572
JFS Wealth Advisors
Pennsylvania
$16.1K -$315 -4 -2%
QC
573
Quent Capital
New York
$15.5K – – –
Allspring Global Investments
574
Allspring Global Investments
North Carolina
$14.8K -$33.8K -430 -72%
UB
575
UMB Bank
Missouri
$14.4K -$1.26K -16 -9%