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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Atticus Wealth Management
Florida
$3.66K
TIM
202
Tortoise Investment Management
New York
$3.66K
S
203
SignatureFD
Georgia
$3.47K +$629 +174 +23%
PWMG
204
Prestige Wealth Management Group
New Jersey
$3.42K +$1.57K +435 +87%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$3.02K +$1.96K +542 +191%
UB
206
UMB Bank
Missouri
$2.43K +$1.66K +459 +223%
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$2.31K
PWMG
208
Private Wealth Management Group
New Jersey
$1.83K +$1.81K +500 New
PA
209
Parallel Advisors
California
$1.81K -$383 -106 -18%
Jones Financial Companies
210
Jones Financial Companies
Missouri
$1.56K +$1.54K +425 New
HIW
211
Holos Integrated Wealth
Pennsylvania
$1.54K +$1.52K +421 New
SAM
212
Smartleaf Asset Management
Massachusetts
$1.48K -$5.13K -1,419 -77%
RIL
213
Rothschild Investment LLC
Illinois
$1.12K +$470 +130 +74%
CAL
214
Capital Advisors Ltd
Ohio
$1K
PLU
215
Performa Ltd (US)
South Carolina
$732 -$2.35K -650 -76%
PS
216
Principal Securities
Iowa
$732 -$361 -100 -33%
AF
217
Allworth Financial
California
$648 +$181 +50 +45%
BIG
218
Brooklyn Investment Group
New York
$509 +$502 +139 New
SSB
219
Sandy Spring Bank
Maryland
$403
BGAI
220
Bruce G. Allen Investments
Colorado
$348 -$531 -147 -61%
W
221
WealthCollab
Washington
$330
PFBT
222
Parkside Financial Bank & Trust
Missouri
$323 +$130 +36 +69%
LC
223
Lindbrook Capital
California
$322 +$318 +88 New
PA
224
PSI Advisors
Florida
$271
CFGS
225
Concourse Financial Group Securities
Alabama
$201