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Hagerty

Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
51
First Manhattan
New York
$21K
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$20.9K
Bank of America
53
Bank of America
North Carolina
$18.8K -$261 -30 -1%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$17K
Wells Fargo
55
Wells Fargo
California
$15.7K -$14K -1,609 -46%
SPIA
56
Steward Partners Investment Advisory
New York
$14.2K +$13.1K +1,512 +864%
CFFP
57
Center for Financial Planning
Michigan
$10.7K
CA
58
CoreCap Advisors
Michigan
$8.41K +$8.7K +1,000 New
Osaic Holdings
59
Osaic Holdings
Arizona
$7K -$8.7K -1,000 -55%
JFA
60
JNBA Financial Advisors
Minnesota
$6.47K
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$5.26K
Citigroup
62
Citigroup
New York
$5.19K +$61 +7 +1%
EWM
63
Evermay Wealth Management
Virginia
$2.94K +$3.04K +350 New
RFA
64
Register Financial Advisors
Georgia
$2.8K +$2.9K +333 New
CWM
65
Compass Wealth Management
Connecticut
$1.39K +$1.44K +165 New
CA
66
Centerpoint Advisors
Massachusetts
$1K
ARS
67
Adirondack Retirement Specialists
New York
$841
NA
68
NewEdge Advisors
Louisiana
$136
SEI Investments
69
SEI Investments
Pennsylvania
-$1.68M -187,263 Closed
Citadel Advisors
70
Citadel Advisors
Florida
-$659K -73,224 Closed
OAM
71
Oppenheimer Asset Management
New York
-$411K -45,686 Closed
OQS
72
Occudo Quantitative Strategies
Florida
-$367K -40,834 Closed
BMSSC
73
B. Metzler seel. Sohn & Co
Germany
-$325K -36,120 Closed
SSA
74
Schonfeld Strategic Advisors
New York
-$271K -30,200 Closed
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
-$9.89K -1,100 Closed