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Name Holding Trade Value Shares
Change
Change in
Stake
CF
201
Centaurus Financial
California
$109K -$25.1K -1,000 -20%
LC
202
Lindbrook Capital
California
$108K +$16.8K +670 +20%
HIIFS
203
Harel Insurance Investments & Financial Services
Israel
$101K -$828 -33 -0.9%
WTC
204
WhitTier Trust Company
Nevada
$82.4K
BFEC
205
Benjamin F. Edwards & Company
Missouri
$79K -$110K -4,364 -59%
CFG
206
CKW Financial Group
Hawaii
$69K
BAM
207
Belpointe Asset Management
Nevada
$66.6K +$5.02K +200 +9%
BTI
208
Blue Trust Inc
Georgia
$64K -$16.3K -649 -19%
BWP
209
Baldwin Wealth Partners
Massachusetts
$63.9K -$678 -27 -1%
NA
210
NewEdge Advisors
Louisiana
$62.6K +$47.2K +1,881 +390%
GBT
211
Grove Bank & Trust
Florida
$59.5K +$2.31K +92 +4%
GRP
212
Global Retirement Partners
California
$58.1K -$4.12K -164 -7%
GWM
213
Geneos Wealth Management
Colorado
$54.3K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$51K +$22.6K +902 +88%
RI
215
Ridgewood Investments
New Jersey
$49K +$46.5K +1,851 New
VCM
216
Vigilant Capital Management
Maine
$45K +$43K +1,713 New
EI
217
Ellevest Inc
New York
$40.4K -$7.38K -294 -16%
AF
218
Advisornet Financial
Minnesota
$39.2K -$929 -37 -2%
GWS
219
Glassman Wealth Services
Virginia
$37.9K +$7.81K +311 +28%
BONH
220
Bank of New Hampshire
New Hampshire
$35.4K -$42.7K -1,700 -56%
IA
221
IFP Advisors
Florida
$33.6K -$24K -957 -47%
Axa
222
Axa
France
$31.6K -$577 -23 -2%
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$31K
PI
224
PEAK6 Investments
Illinois
$30.6K -$387K -15,403 -93%
PAM
225
Paradigm Asset Management
New York
$29.1K