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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
151
Perigon Wealth Management
California
$301K +$14.9K +914 +5%
CC
152
Corton Capital
Ontario, Canada
$300K +$341K +20,870 New
Ameriprise
153
Ameriprise
Minnesota
$300K +$35.8K +2,190 +12%
MAM
154
Mystic Asset Management
Rhode Island
$290K +$11.4K +700 +4%
PI
155
PFG Investments
New York
$273K -$174K -10,673 -36%
Twin Tree Management
156
Twin Tree Management
Texas
$271K -$14.5M -888,600 -98%
LSA
157
Leonteq Securities AG
Switzerland
$271K +$58.8K +3,598 +24%
SA
158
Sanctuary Advisors
Indiana
$264K +$9.98K +611 +3%
Credit Agricole
159
Credit Agricole
France
$260K -$288K -17,630 -49%
RA
160
RFG Advisory
Alabama
$252K +$286K +17,520 New
RPCONE
161
Retirement Planning Company of New England
Rhode Island
$242K +$42.5K +2,600 +18%
Creative Planning
162
Creative Planning
Kansas
$239K +$270K +16,523 +16,523%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$232K -$637 -39 -0.2%
VA
164
Vident Advisory
Georgia
$230K +$261K +15,999 New
MFS
165
Mirabella Financial Services
United Kingdom
$225K +$253K +15,500 New
AIM
166
Advyzon Investment Management
Illinois
$213K +$242K +14,813 New
Osaic Holdings
167
Osaic Holdings
Arizona
$213K +$106K +6,471 +78%
BC
168
Bridgefront Capital
Texas
$209K +$237K +14,495 New
ASN
169
Advisory Services Network
Georgia
$203K +$82.1K +5,025 +55%
CIAS
170
Capital Investment Advisory Services
North Carolina
$203K -$8.17K -500 -3%
GS
171
Gagnon Securities
New York
$200K -$36.7K -2,247 -14%
AI
172
Atria Investments
North Carolina
$198K +$224K +13,733 New
SCP
173
Sender Company & Partners
New York
$188K +$213K +13,032 New
SPIA
174
Steward Partners Investment Advisory
New York
$181K -$26.8K -1,643 -12%
EW
175
Evoke Wealth
California
$177K -$1.11K -68 -0.5%