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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
176
Schechter Investment Advisors
Michigan
$224K -$31.3K -1,006 -10%
AFO
177
Allie Family Office
Florida
$222K
FTUS
178
Flow Traders U.S.
New York
$219K -$204K -6,574 -44%
BC
179
Bridgefront Capital
Texas
$217K +$259K +8,323 New
PP
180
PDS Planning
Ohio
$209K -$33.3K -1,070 -12%
BWM
181
BerganKDV Wealth Management
Minnesota
$201K
WAM
182
WNY Asset Management
New York
$201K
ANTB
183
AMG National Trust Bank
Colorado
$201K +$240K +7,709 New
WFA
184
Wipfli Financial Advisors
Wisconsin
$197K +$235K +7,549 New
New York State Common Retirement Fund
185
New York State Common Retirement Fund
New York
$191K +$90.6K +2,914 +66%
SG Americas Securities
186
SG Americas Securities
New York
$191K +$228K +7,335 New
PA
187
Parallel Advisors
California
$189K -$30.8K -990 -12%
LC
188
Lindbrook Capital
California
$179K +$32.1K +1,033 +18%
GWM
189
Geneos Wealth Management
Colorado
$155K -$13.6K -438 -7%
APA
190
American Portfolios Advisors
New York
$136K +$155K +5,000 +2,475%
BIP
191
Blueprint Investment Partners
North Carolina
$121K -$179K -5,752 -55%
SSG
192
Summit Securities Group
New York
$117K -$3.11K -100 -2%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$110K +$2.95K +95 +2%
IA
194
IFP Advisors
Florida
$106K +$33.4K +1,074 +103%
MHR
195
Matthew Hamilton Rosenberg
$100K
SPIA
196
Steward Partners Investment Advisory
New York
$100K +$1.15K +37 +1%
EI
197
Ellevest Inc
New York
$94K -$124K -3,989 -53%
National Bank of Canada
198
National Bank of Canada
Quebec, Canada
$86K -$24.5K -787 -19%
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.6K +$13.7K +441 +16%
GWS
200
Glassman Wealth Services
Virginia
$68K +$3.23K +104 +4%