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Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$184K +$59.1K +236 +24%
SWM
402
Spire Wealth Management
Virginia
$174K -$2.25K -9 -1%
Rockefeller Capital Management
403
Rockefeller Capital Management
New York
$173K +$50.9K +203 +40%
EI
404
Ellevest Inc
New York
$158K -$18K -72 -10%
GWM
405
Geneos Wealth Management
Colorado
$146K -$7.77K -31 -5%
BAM
406
Belpointe Asset Management
Nevada
$146K +$21.3K +85 +16%
FHA
407
First Horizon Advisors
Tennessee
$143K -$34.8K -139 -19%
BG
408
Bollard Group
Massachusetts
$142K – – –
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$138K +$25.8K +103 +22%
ACM
410
Aquatic Capital Management
Illinois
$122K +$100K +400 +400%
SC
411
Steph & Co
Wisconsin
$121K -$35.3K -141 -22%
CAL
412
Capital Advisors Ltd
Ohio
$115K – – –
AAP
413
Arax Advisory Partners
Colorado
$112K +$501 +2 +0.4%
EIP
414
Ellis Investment Partners
Pennsylvania
$106K – – –
CI Investments Inc
415
CI Investments Inc
Ontario, Canada
$98K -$3.76K -15 -4%
AP
416
Arlington Partners
Alabama
$93K – – –
FDCDDQ
417
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.5K +$5.76K +23 +7%
S
418
SignatureFD
Georgia
$91K -$18.5K -74 -17%
HNB
419
Huntington National Bank
Ohio
$84K -$26.3K -105 -23%
FFA
420
Freedman Financial Associates
Massachusetts
$84K – – –
Walleye Trading
421
Walleye Trading
New York
$81K +$84K +335 New
FF
422
FourThought Financial
Florida
$77K – – –
JFGIW
423
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68K -$315K -1,258 -82%
TF
424
TimeScale Financial
Massachusetts
$68K – – –
CCM
425
Covington Capital Management
California
$65K +$67.2K +268 New