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Name Holding Trade Value Shares
Change
Change in
Stake
EP
201
Essential Partners
California
$1.04K +$992 +40 New
CI
202
CX Institutional
Indiana
$1K
AAS
203
Ameritas Advisory Services
Nebraska
$914 -$12.4K -500 -93%
GSWM
204
Golden State Wealth Management
California
$914
Kayne Anderson Rudnick Investment Management
205
Kayne Anderson Rudnick Investment Management
California
$914
BFS
206
Bare Financial Services
Pennsylvania
$836 +$794 +32 New
GWSA
207
Global Wealth Strategies & Associates
Colorado
$810 +$769 +31 New
DJSG
208
D.J. St. Germain
Massachusetts
$784 +$744 +30 New
OCM
209
Orion Capital Management
California
$757 +$719 +29 New
CPG
210
Cornerstone Planning Group
New Jersey
$631 -$595 -24 -80%
ACA
211
American Capital Advisory
Idaho
$627 +$595 +24 New
AWM
212
Abound Wealth Management
Tennessee
$523
GWSG
213
GPS Wealth Strategies Group
Colorado
$522
PAM
214
Palisade Asset Management
Minnesota
$392 +$372 +15 New
CIAM
215
Caitong International Asset Management
Hong Kong
$183 +$174 +7 New
TRCT
216
Tower Research Capital (TRC)
New York
$52
CRC
217
Curi RMB Capital
Illinois
-$1.39M -61,772 Closed
National Bank of Canada
218
National Bank of Canada
Quebec, Canada
-$1.26M -56,000 Closed
WT
219
Whittier Trust
California
-$1.26M -55,908 Closed
HC
220
Henshaw Capital
Massachusetts
-$1.23M -54,585 Closed
MYIA
221
Mount Yale Investment Advisors
Colorado
-$731K -32,473 Closed
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
-$631K -28,002 Closed
VAS
223
Vestmark Advisory Solutions
Massachusetts
-$537K -23,837 Closed
WTC
224
WhitTier Trust Company
Nevada
-$507K -22,529 Closed
YIH
225
Y-Intercept (HK)
Hong Kong
-$489K -21,735 Closed