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Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
101
Stone House Investment Management
Pennsylvania
$1.34K – – –
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$1.33K – – –
JWM
103
JPL Wealth Management
Colorado
$1.22K – – –
HI
104
Harbour Investments
Wisconsin
$1.2K – – –
FDCDDQ
105
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.01K – – –
AW
106
Avion Wealth
Texas
$1K – – –
HFS
107
Hantz Financial Services
Michigan
$1K +$909 +860 +2,150%
NA
108
NewEdge Advisors
Louisiana
$778 – – –
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$716 -$29 -27 -3%
BWA
110
Basecamp Wealth Advisors
Washington
$662 – – –
KFA
111
Kelleher Financial Advisors
New York
$622 +$423 +400 +100%
SCM
112
Sterling Capital Management
North Carolina
$494 +$671 +635 New
AF
113
Allworth Financial
California
$418 +$12 +11 +2%
SWM
114
SHP Wealth Management
Massachusetts
$389 – – –
FLP
115
Financial Life Planners
Arizona
$312 – – –
BSB
116
Bangor Savings Bank
Maine
$311 +$423 +400 New
S
117
SignatureFD
Georgia
$156 – – –
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$156 +$211 +200 New
FFA
119
Farther Finance Advisors
California
$134 +$159 +150 +682%
UBS AM
120
UBS AM
Illinois
$117 – – –
GRP
121
Global Retirement Partners
California
$117 +$159 +150 New
LSA
122
Leonteq Securities AG
Switzerland
$103 – – –
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$93 +$61 +58 +94%
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$78 – – –
TFA
125
Transamerica Financial Advisors
Florida
$71 +$97 +92 New