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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
401
Spire Wealth Management
Virginia
$174K -$2.25K -9 -1%
Rockefeller Capital Management
402
Rockefeller Capital Management
New York
$173K +$50.9K +203 +40%
EI
403
Ellevest Inc
New York
$158K -$18K -72 -10%
GWM
404
Geneos Wealth Management
Colorado
$146K -$7.77K -31 -5%
BAM
405
Belpointe Asset Management
Nevada
$146K +$21.3K +85 +16%
FHA
406
First Horizon Advisors
Tennessee
$143K -$34.8K -139 -19%
BG
407
Bollard Group
Massachusetts
$142K
Carson Wealth (CWM LLC)
408
Carson Wealth (CWM LLC)
Nebraska
$138K +$25.8K +103 +22%
ACM
409
Aquatic Capital Management
Illinois
$122K +$100K +400 +400%
SC
410
Steph & Co
Wisconsin
$121K -$35.3K -141 -22%
CAL
411
Capital Advisors Ltd
Ohio
$115K
AAP
412
Arax Advisory Partners
Colorado
$112K +$501 +2 +0.4%
EIP
413
Ellis Investment Partners
Pennsylvania
$106K
CI Investments Inc
414
CI Investments Inc
Ontario, Canada
$98K -$3.76K -15 -4%
AP
415
Arlington Partners
Alabama
$93K
FDCDDQ
416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.5K +$5.76K +23 +7%
S
417
SignatureFD
Georgia
$91K -$18.5K -74 -17%
HNB
418
Huntington National Bank
Ohio
$84K -$26.3K -105 -23%
FFA
419
Freedman Financial Associates
Massachusetts
$84K
Walleye Trading
420
Walleye Trading
New York
$81K +$84K +335 New
FF
421
FourThought Financial
Florida
$77K
JFGIW
422
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K -$315K -1,258 -82%
TF
423
TimeScale Financial
Massachusetts
$68K
CCM
424
Covington Capital Management
California
$65K +$67.2K +268 New
GWSG
425
GPS Wealth Strategies Group
Colorado
$57K