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Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Oppenheimer & Co
New York
$162K +$823 +100 +0.5%
OAM
302
Oppenheimer Asset Management
New York
$162K +$11.7K +1,417 +7%
BP
303
Ballentine Partners
Massachusetts
$158K -$50.9K -6,180 -23%
FFA
304
Farther Finance Advisors
California
$157K +$78K +9,475 +88%
Truist Financial
305
Truist Financial
North Carolina
$157K +$4.31K +524 +3%
CLOS
306
Compagnie Lombard Odier SCmA
Switzerland
$155K -$905K -110,000 -85%
QOP
307
Quinn Opportunity Partners
Virginia
$155K
JDLA
308
J. Derek Lewis & Associates
California
$155K +$165K +20,000 New
MA
309
Mutual Advisors
Nebraska
$152K
BFG
310
Beto Financial Group
Idaho
$147K +$136K +16,480 New
ECSS
311
Eurizon Capital SGR SpA
$144K +$152K +18,416 New
SAM
312
Secure Asset Management
Michigan
$143K
RWM
313
Ritholtz Wealth Management
New York
$141K +$22K +2,674 +17%
CA
314
CoreCap Advisors
Michigan
$140K +$642 +78 +0.4%
S
315
SignatureFD
Georgia
$140K +$83.1K +10,092 +127%
BAS
316
Breakthru Advisory Services
Wisconsin
$140K -$17.1K -2,076 -10%
GVCM
317
Global View Capital Management
Wisconsin
$140K +$2.38K +289 +2%
SSWM
318
Smith Salley Wealth Management
North Carolina
$139K +$8 +1 +0%
FWP
319
FAS Wealth Partners
Kansas
$138K +$8 +1 +0%
FFM
320
Forum Financial Management
Illinois
$137K +$145K +17,569 New
KPWS
321
Kestra Private Wealth Services
Texas
$135K +$3.93K +477 +3%
SWA
322
Stratos Wealth Advisors
Ohio
$133K +$16.5K +2,000 +13%
SAM
323
Sawgrass Asset Management
Florida
$132K +$17K +2,066 +14%
IC
324
Inscription Capital
Texas
$131K
GI
325
GAMMA Investing
California
$131K +$128K +15,600 +1,270%