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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Cribstone Capital Management
Maine
$37K
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$36K -$26.5K -1,260 -39%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$35K +$19.2K +913 +92%
Canada Life
104
Canada Life
Manitoba, Canada
$34K
S
105
SignatureFD
Georgia
$32K
SPIA
106
Steward Partners Investment Advisory
New York
$30K -$3.77K -179 -10%
CLOS
107
Compagnie Lombard Odier SCmA
Switzerland
$29K
EDRH
108
Edmond de Rothschild Holding
Switzerland
$28K
SC
109
Sculptor Capital
New York
$24K -$1.44M -68,300 -98%
Macquarie Group
110
Macquarie Group
Australia
$24K
HIIFS
111
Harel Insurance Investments & Financial Services
Israel
$23K -$1.52K -72 -5%
Federated Hermes
112
Federated Hermes
Pennsylvania
$22K +$25.6K +1,217 New
PFS
113
Prospera Financial Services
Texas
$21K -$4.74K -225 -16%
MIFH
114
Migdal Insurance & Financial Holdings
Israel
$20K -$9.4K -446 -29%
AFG
115
Albion Financial Group
Utah
$19K
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$18K -$8.87K -421 -31%
SWM
117
Selective Wealth Management
Virginia
$18K +$21.1K +1,000 New
HI
118
Harbour Investments
Wisconsin
$17K +$19.6K +932 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$14K -$2.78K -132 -15%
Simplex Trading
120
Simplex Trading
Illinois
$14K
BFEC
121
Benjamin F. Edwards & Company
Missouri
$13K
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$12K -$18.8K -893 -56%
NFSG
123
Newbridge Financial Services Group
Florida
$12K
HFS
124
Hantz Financial Services
Michigan
$11K
TWM
125
Tradition Wealth Management
Minnesota
$11K