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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
101
Coppell Advisory Solutions
Texas
$549 +$791 +180 New
CASC
102
Coppell Advisory Solutions Corp
Texas
$549 +$791 +180 New
JWA
103
JFS Wealth Advisors
Pennsylvania
$451 +$35 +8 +6%
PA
104
Parallel Advisors
California
$418 -$2.2K -500 -78%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$406 -$35K -7,967 -98%
SPIA
106
Steward Partners Investment Advisory
New York
$381
SJIM
107
St. Johns Investment Management
Florida
$305
MWM
108
MinichMacGregor Wealth Management
New York
$305 +$439 +100 New
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$265 +$382 +87 New
HS
110
Horan Securities
United States
$229
FFA
111
Farther Finance Advisors
California
$220 +$316 +72 New
US Bancorp
112
US Bancorp
Minnesota
$183 -$892 -203 -77%
BWL
113
Bogart Wealth LLC
Virginia
$159
HI
114
Harbour Investments
Wisconsin
$61
Point72 Asset Management
115
Point72 Asset Management
Connecticut
$55 +$79 +18 New
AWM
116
Avior Wealth Management
Nebraska
$6
BCMLT
117
Beacon Capital Management LLC (Tennessee)
Tennessee
$6
SSB
118
Sandy Spring Bank
Maryland
$6 +$9 +2 New
GIA
119
GHP Investment Advisors
Colorado
$3
GLA
120
Great Lakes Advisors
Illinois
-$4.62M -1,005,840 Closed
GC
121
GMT Capital
Georgia
-$4.5M -981,400 Closed
Victory Capital Management
122
Victory Capital Management
Texas
-$377K -82,209 Closed
SEI Investments
123
SEI Investments
Pennsylvania
-$333K -72,643 Closed
LPL Financial
124
LPL Financial
California
-$147K -31,992 Closed
VI
125
Versor Investments
New York
-$142K -30,900 Closed