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Hagerty

Name Holding Trade Value Shares
Change
Change in
Stake
Tower Research Capital (TRC)
101
Tower Research Capital (TRC)
New York
$4.77K -$1.32K -123 -24%
EP
102
Essential Partners
California
$4.08K +$3.56K +333 +3,700%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$2.84K -$203 -19 -7%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$2.3K +$2.06K +193 New
Atlantic Union Bankshares
105
Atlantic Union Bankshares
Virginia
$1.79K – – –
BFS
106
Bare Financial Services
Pennsylvania
$1.79K – – –
Parallel Advisors
107
Parallel Advisors
California
$1.57K +$1.32K +123 +1,367%
SJS Investment Consulting
108
SJS Investment Consulting
Ohio
$1.44K +$1.26K +118 +3,933%
Allworth Financial
109
Allworth Financial
California
$1.22K -$171 -16 -14%
SignatureFD
110
SignatureFD
Georgia
$1.14K – – –
Quarry LP
111
Quarry LP
New York
$918 +$823 +77 New
APFP
112
Action Point Financial Planning
Michigan
$847 +$770 +72 New
CVA Family Office
113
CVA Family Office
Colorado
$668 +$438 +41 +273%
RWM
114
Rialto Wealth Management
New York
$668 +$577 +54 +2,700%
GAMMA Investing
115
GAMMA Investing
California
$370 – – –
Keating Financial Advisory Services
116
Keating Financial Advisory Services
Kansas
$310 +$267 +25 +2,500%
FFO
117
Fortitude Family Office
Arizona
$286 +$192 +18 +300%
Clearstead Advisors
118
Clearstead Advisors
Ohio
$156 +$139 +13 New
CCMI
119
Creative Capital Management Investments
California
$143 +$128 +12 New
JFS Wealth Advisors
120
JFS Wealth Advisors
Pennsylvania
$108 – – –
HIA
121
HFM Investment Advisors
New Jersey
$72 +$43 +4 +200%
BHWM
122
Bay Harbor Wealth Management
Maryland
$36 – – –
LRI Investments
123
LRI Investments
Florida
$36 +$32 +3 New
DF
124
DecisionPoint Financial
Arizona
$25 +$21 +2 New
Rothschild Investment LLC
125
Rothschild Investment LLC
Illinois
$24 -$53 -5 -71%