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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
151
Mark Sheptoff Financial Planning
Connecticut
$28.9K
FP
152
Financial Perspectives
Minnesota
$27.5K
GFM
153
GF Fund Management
China
$22.2K
FCMT
154
Founders Capital Management (Texas)
Texas
$20.7K +$20.5K +1,000 New
AF
155
Allworth Financial
California
$20.3K +$5.32K +259 +36%
UB
156
UMB Bank
Missouri
$19.2K +$12.8K +625 +206%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$16.2K -$18K -878 -53%
RIL
158
Rothschild Investment LLC
Illinois
$15.4K +$1.29K +63 +9%
PB
159
Pinnacle Bancorp
Nebraska
$15.1K
CH
160
Cromwell Holdings
Wyoming
$13.4K +$13.3K +648 New
FHA
161
First Horizon Advisors
Tennessee
$12.9K -$1.19K -58 -8%
HNB
162
Huntington National Bank
Ohio
$11.6K +$369 +18 +3%
LI
163
LRI Investments
Florida
$11.5K
BBHC
164
Brown Brothers Harriman & Co
New York
$11.2K
MCM
165
MAI Capital Management
Ohio
$11.1K +$8.23K +401 +291%
GWM
166
Geneos Wealth Management
Colorado
$10.5K +$226 +11 +2%
FFA
167
Farther Finance Advisors
California
$8.72K +$4.19K +204 +94%
W
168
WealthCollab
Washington
$7.38K -$3.49K -170 -32%
POIA
169
Pin Oak Investment Advisors
Texas
$7K
PFBT
170
Parkside Financial Bank & Trust
Missouri
$6.9K +$2.92K +142 +74%
SS
171
SBI Securities
Japan
$6.34K +$1.87K +91 +42%
AA
172
Addison Advisors
Vermont
$6.2K -$1.72K -84 -22%
NC
173
NewSquare Capital
Pennsylvania
$6.18K +$5.67K +276 +1,200%
MYIA
174
Mount Yale Investment Advisors
Colorado
$5.79K +$5.75K +280 New
PAS
175
Point72 Asia (Singapore)
Singapore
$5.33K -$1.6K -78 -23%