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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
201
Coldstream Capital Management
Washington
$4.99K +$5.28K +357 New
PFBT
202
Parkside Financial Bank & Trust
Missouri
$4.6K +$1.98K +134 +69%
EWA
203
EverSource Wealth Advisors
Alabama
$3.37K -$17.2K -1,164 -83%
S
204
SignatureFD
Georgia
$3.3K +$2.04K +138 +141%
SS
205
SBI Securities
Japan
$3.17K -$148 -10 -4%
Bessemer Group
206
Bessemer Group
New Jersey
$3K +$3.65K +247 New
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$1.93K +$1.01K +68 +97%
SW
208
SVB Wealth
Massachusetts
$1.41K +$1.49K +101 New
FFA
209
Farther Finance Advisors
California
$1.29K -$532 -36 -28%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$1.2K -$5.53K -374 -81%
PWA
211
Physician Wealth Advisors
Utah
$1.1K +$1.17K +79 New
GWM
212
Geneos Wealth Management
Colorado
$1.09K +$1.15K +78 New
QC
213
Quent Capital
New York
$993 +$384 +26 +58%
PS
214
Principal Securities
Iowa
$968
LFG
215
Larson Financial Group
Missouri
$895 -$104 -7 -10%
CT
216
Clearstead Trust
Maine
$881 +$932 +63 New
SAM
217
Smartleaf Asset Management
Massachusetts
$768 -$1.21K -82 -59%
FMII
218
Farmers & Merchants Investments Inc
Nebraska
$601
MCM
219
MV Capital Management
Maryland
$322 +$237 +16 +229%
HNB
220
Huntington National Bank
Ohio
$308 -$5.56K -376 -94%
TPCW
221
TD Private Client Wealth
New York
$280 +$296 +20 New
BIA
222
Bell Investment Advisors
California
$196
AWM
223
Abound Wealth Management
Tennessee
$140 -$30 -2 -17%
PWAM
224
Private Wealth Asset Management
Iowa
$140 +$148 +10 New
GFPC
225
Global Financial Private Client
Florida
$112 +$89 +6 +300%