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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
401
Smartleaf Asset Management
Massachusetts
$11K +$1.97K +128 +21%
PFBT
402
Parkside Financial Bank & Trust
Missouri
$10.8K -$1.29K -84 -10%
SPIA
403
Steward Partners Investment Advisory
New York
$10.4K -$5.84K -380 -35%
AssetMark Inc
404
AssetMark Inc
California
$10.3K
Federated Hermes
405
Federated Hermes
Pennsylvania
$10.1K -$2.28K -148 -18%
HNB
406
Huntington National Bank
Ohio
$9.93K -$33.8K -2,197 -77%
AF
407
Allworth Financial
California
$9.62K -$446 -29 -5%
CA
408
Continuum Advisory
Idaho
$9.62K +$431 +28 +5%
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$9K -$19.1K -1,242 -67%
AAP
410
Arax Advisory Partners
Colorado
$8.71K +$8.95K +582 New
FCA
411
FinTrust Capital Advisors
South Carolina
$8.3K
VWM
412
Venturi Wealth Management
Texas
$7.72K -$1.03K -67 -11%
CA
413
CoreCap Advisors
Michigan
$7.72K
BIA
414
Bell Investment Advisors
California
$7.71K
VCM
415
Versant Capital Management
Arizona
$7K +$3.83K +249 +114%
RTL
416
Red Tortoise LLC
Georgia
$6.67K
LIA
417
Lynx Investment Advisory
District of Columbia
$6.43K +$6.61K +430 New
PWMG
418
Private Wealth Management Group
New Jersey
$6.39K +$2.81K +183 +75%
FFO
419
Fortitude Family Office
Arizona
$6.09K
ETC
420
Exchange Traded Concepts
Oklahoma
$5.94K +$2.23K +145 +58%
FHA
421
First Horizon Advisors
Tennessee
$5.32K -$1.68K -109 -23%
IA
422
IFP Advisors
Florida
$5.31K +$692 +45 +15%
GG
423
Gleason Group
Kentucky
$4.89K +$5.03K +327 New
JWA
424
JFS Wealth Advisors
Pennsylvania
$4.67K -$92 -6 -2%
CIA
425
Cape Investment Advisory
Georgia
$4.4K