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Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
201
UBS AM
Illinois
$123K +$101K +4,707 +467%
W
202
WealthCollab
Washington
$118K
TRCT
203
Tower Research Capital (TRC)
New York
$116K +$116K +5,417 New
TFA
204
Transamerica Financial Advisors
Florida
$116K +$112K +5,218 +2,718%
BWA
205
Basecamp Wealth Advisors
Washington
$109K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$108K -$267K -12,430 -71%
TPCW
207
TD Private Client Wealth
New York
$107K -$214K -9,936 -67%
BC
208
Bayforest Capital
United Kingdom
$107K +$107K +4,981 New
AAP
209
Arax Advisory Partners
Colorado
$93.1K -$141K -6,559 -60%
CFB
210
Cullen/Frost Bankers
Texas
$92.8K -$387 -18 -0.4%
BG
211
Bollard Group
Massachusetts
$92K -$140K -6,529 -60%
AF
212
Allworth Financial
California
$88.8K +$57.9K +2,693 +186%
TCM
213
Triumph Capital Management
Colorado
$88.8K
TWC
214
TD Waterhouse Canada
Ontario, Canada
$69.1K +$67.8K +3,155 New
BGAI
215
Bruce G. Allen Investments
Colorado
$52.8K -$10.5K -488 -17%
PPC
216
Park Place Capital
Alabama
$39.1K -$258 -12 -0.7%
RFS
217
Richardson Financial Services
Massachusetts
$34.6K +$34.7K +1,614 New
NS
218
NBC Securities
Alabama
$32.2K
PB
219
Pinnacle Bancorp
Nebraska
$27.2K
FCAS
220
First Command Advisory Services
Texas
$23.1K +$23.1K +1,076 New
BBHC
221
Brown Brothers Harriman & Co
New York
$20.9K
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$19.3K +$9.61K +447 +99%
BIA
223
Bell Investment Advisors
California
$17.5K +$17.6K +817 New
PWPS
224
Pinnacle Wealth Planning Services
Ohio
$14.9K -$4.15K -193 -22%
KFG
225
Kingdom Financial Group
Arizona
$13.1K -$4.06K -189 -24%