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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$4K -$40.9K -2,740 -79%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$4K +$8.97K +601 New
HNB
103
Huntington National Bank
Ohio
$3K – – –
CA
104
CoreCap Advisors
Michigan
$3K +$6.57K +440 New
GWS
105
Glassman Wealth Services
Virginia
$3K +$6.87K +460 New
LFG
106
Larson Financial Group
Missouri
$2K – – –
PMFA
107
Plante Moran Financial Advisors
Michigan
$2K – – –
S
108
SignatureFD
Georgia
$2K – – –
MHR
109
Matthew Hamilton Rosenberg
$2K +$3.44K +230 New
TC
110
Truvestments Capital
Florida
$2K +$4.63K +310 New
SWA
111
Sutton Wealth Advisors
Florida
$1.64K – – –
TCM
112
Tradewinds Capital Management
Washington
$1K -$7.68K -514 -80%
CWM
113
CarsonAllaria Wealth Management
Illinois
$1K – – –
FMP
114
Financial Management Professionals
Texas
$1K – – –
TFA
115
Toth Financial Advisory
Virginia
$1K – – –
TFS
116
TrustCore Financial Services
Tennessee
$1K – – –
AA
117
Ancora Advisors
Ohio
$1K +$1.79K +120 New
AWM
118
Atticus Wealth Management
Florida
$1K +$2.99K +200 +1,000%
TWC
119
TD Waterhouse Canada
Ontario, Canada
$702 – – –
CQS
120
Credential Qtrade Securities
$148 – – –
GEA
121
Glen Eagle Advisors
New Jersey
$57 +$134 +9 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
– -$46M -1,668,697 Closed
GC
123
Gillson Capital
Illinois
– -$2.85M -103,201 Closed
SEC
124
Seven Eight Capital
New York
– -$2.15M -77,924 Closed
SSA
125
Schonfeld Strategic Advisors
New York
– -$1.92M -69,500 Closed