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Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
301
Jones Financial Companies
Missouri
$8.8K -$1.65K -160 -16%
Bessemer Group
302
Bessemer Group
New Jersey
$8K -$4.95K -481 -37%
RFP
303
Root Financial Partners
California
$7.03K +$2.39K +232 +51%
PFBT
304
Parkside Financial Bank & Trust
Missouri
$6.85K +$927 +90 +15%
OCM
305
Osbon Capital Management
Massachusetts
$6.47K +$6.55K +636 New
LFG
306
Larson Financial Group
Missouri
$6.21K +$2.04K +198 +48%
LSA
307
Leonteq Securities AG
Switzerland
$5.49K +$103 +10 +2%
FFA
308
Farther Finance Advisors
California
$4.98K +$1.93K +187 +62%
Rockefeller Capital Management
309
Rockefeller Capital Management
New York
$4.95K -$6.94K -674 -58%
PLU
310
Performa Ltd (US)
South Carolina
$4.83K -$618 -60 -11%
PIM
311
Plato Investment Management
Australia
$2.79K
SS
312
Sunbelt Securities
Texas
$2.6K
PWPS
313
Pinnacle Wealth Planning Services
Ohio
$2.46K +$2.49K +242 New
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$2.44K
OA
315
Operose Advisors
Wisconsin
$2.21K
RTL
316
Red Tortoise LLC
Georgia
$2.18K +$2.2K +214 New
SAM
317
Smartleaf Asset Management
Massachusetts
$2.03K -$371 -36 -15%
EWP
318
Elevation Wealth Partners
California
$1.86K
Mitsubishi UFJ Asset Management
319
Mitsubishi UFJ Asset Management
Japan
$1.81K
CMA
320
Cedar Mountain Advisors
Oregon
$1.5K
GFA
321
Godfrey Financial Associates
New York
$1.45K +$1.47K +143 New
FFO
322
Fortitude Family Office
Arizona
$1.43K -$834 -81 -36%
AssetMark Inc
323
AssetMark Inc
California
$1.42K +$1.04K +101 +259%
PWA
324
Physician Wealth Advisors
Utah
$1.27K
BFS
325
Bare Financial Services
Pennsylvania
$1.25K +$185 +18 +17%