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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
301
Perigon Wealth Management
California
$50.9K +$68.2K +11,317 New
PA
302
PSI Advisors
Florida
$49.9K +$6.03K +1,000 +10%
CAPTRUST Financial Advisors
303
CAPTRUST Financial Advisors
North Carolina
$49.2K -$28.2K -4,680 -30%
PP
304
PDS Planning
Ohio
$48K -$11.3K -1,881 -15%
T
305
Tidemark
California
$47.8K – – –
Corient Private Wealth
306
Corient Private Wealth
Florida
$47.5K -$134K -22,211 -68%
KeyBank National Association
307
KeyBank National Association
Ohio
$47.2K – – –
SIS
308
Sound Income Strategies
Florida
$46.4K +$60.3K +10,000 +3,333%
BWP
309
BSW Wealth Partners
Colorado
$46.3K +$62.1K +10,290 New
CA
310
Calton & Associates
Florida
$45.5K – – –
GEA
311
Glen Eagle Advisors
New Jersey
$45K – – –
NFSG
312
Newbridge Financial Services Group
Florida
$42.3K +$41.5K +6,875 +272%
Acadian Asset Management
313
Acadian Asset Management
Massachusetts
$36K -$27.6K -4,578 -36%
WTC
314
WhitTier Trust Company
Nevada
$33.5K – – –
CPA
315
Clear Point Advisors
New York
$33K – – –
LC
316
Lindbrook Capital
California
$32.3K +$9.98K +1,655 +30%
TCM
317
Traynor Capital Management
Pennsylvania
$30.1K +$1.89K +313 +5%
LA
318
LM Advisors
California
$27K -$61.7K -10,237 Closed
IA
319
IFP Advisors
Florida
$26.1K -$5.87K -973 -14%
PAS
320
Point72 Asia (Singapore)
Singapore
$24.9K +$33.4K +5,534 New
PBK
321
Peoples Bank (Kansas)
Kansas
$22.9K – – –
PS
322
Principal Securities
Iowa
$21.8K +$1.18K +196 +4%
AF
323
Allworth Financial
California
$19.8K +$8.96K +1,485 +51%
New York State Common Retirement Fund
324
New York State Common Retirement Fund
New York
$19.7K – – –
NSIM
325
North Star Investment Management
Illinois
$18.9K – – –