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Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$27.5K -$3.16K -119 -11%
OCWP
202
Owl Creek Wealth Partners
Colorado
$23.1K -$1.06K -40 -5%
PB
203
Pinnacle Bancorp
Nebraska
$22.4K +$21.7K +817 New
EFMH
204
E Fund Management (HK)
Hong Kong
$19.6K +$4.78K +180 +34%
CA
205
Clearstead Advisors
Ohio
$17.6K +$7.95K +299 +87%
Bessemer Group
206
Bessemer Group
New Jersey
$15K +$186 +7 +1%
NSIM
207
North Star Investment Management
Illinois
$14.8K -$133 -5 -0.9%
POIA
208
Pin Oak Investment Advisors
Texas
$14K – – –
HNB
209
Huntington National Bank
Ohio
$10.4K +$930 +35 +10%
LI
210
LRI Investments
Florida
$10.2K -$10.7K -402 -52%
AFC
211
Ares Financial Consulting
California
$9.97K – – –
W
212
WealthCollab
Washington
$9.81K – – –
MCM
213
Manchester Capital Management
Vermont
$9.23K – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$9.18K – – –
TWD
215
True Wealth Design
Ohio
$7.72K -$266 -10 -3%
CA
216
Continuum Advisory
Idaho
$7.06K +$6.83K +257 New
FC
217
Financial Consulate
Maryland
$6.87K -$532 -20 -7%
IA
218
IFG Advisory
Georgia
$6.87K +$6.64K +250 New
CPG
219
Cornerstone Planning Group
New Jersey
$6.66K -$904 -34 -13%
TFA
220
Transamerica Financial Advisors
Florida
$6.57K +$1.33K +50 +26%
SS
221
SBI Securities
Japan
$6.48K -$3.56K -134 -36%
EP
222
Essential Partners
California
$6.21K – – –
EWP
223
Elevation Wealth Partners
California
$6.13K +$5.93K +223 New
HI
224
Harbour Investments
Wisconsin
$5.85K -$319 -12 -5%
AA
225
Addison Advisors
Vermont
$5.74K -$2.29K -86 -29%