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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
226
Tradition Wealth Management
Minnesota
$112K
OIA
227
OneDigital Investment Advisors
Kansas
$112K +$864 +188 +1%
DIG
228
DeepCurrents Investment Group
New York
$110K +$75.8K +16,503 New
Verition Fund Management
229
Verition Fund Management
Connecticut
$110K +$75.8K +16,503 New
IFG
230
Independent Financial Group
California
$105K -$33.4K -7,265 -32%
Bank of Nova Scotia
231
Bank of Nova Scotia
Ontario, Canada
$105K -$25.5K -5,546 -26%
MTWM
232
Masso Torrence Wealth Management
New Jersey
$103K -$257 -56 -0.4%
CLOS
233
Compagnie Lombard Odier SCmA
Switzerland
$103K
PWPS
234
Pinnacle Wealth Planning Services
Ohio
$102K -$50.7K -11,028 -42%
SIA
235
Schechter Investment Advisors
Michigan
$102K +$70K +15,227 New
VFA
236
Valeo Financial Advisors
Indiana
$101K +$55 +12 +0.1%
PA
237
Parallel Advisors
California
$99.9K +$29.7K +6,458 +76%
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$99K
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
$97.6K -$668K -145,301 -91%
AWM
240
Avior Wealth Management
Nebraska
$97.4K +$34.5K +7,510 +106%
CG
241
Caprock Group
Idaho
$96.2K -$3.3K -718 -5%
HI
242
Harbour Investments
Wisconsin
$92.5K -$5.32K -1,157 -8%
GCS
243
Gordian Capital (Singapore)
Singapore
$92.5K
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$92.4K +$11.1K +2,418 +23%
SCP
245
Sivia Capital Partners
California
$91.6K +$63K +13,707 New
HIIFS
246
Harel Insurance Investments & Financial Services
Israel
$91K -$4.55K -991 -7%
Nomura Holdings
247
Nomura Holdings
Japan
$89K -$1.06M -229,641 -95%
CF
248
Cantor Fitzgerald
New York
$87.4K +$60.2K +13,089 New
GIA
249
Gladstone Institutional Advisory
Florida
$87.3K +$64 +14 +0.1%
SWP
250
Stratos Wealth Partners
Ohio
$86.5K +$6.08K +1,323 +11%