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Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
126
Ogorek Anthony Joseph
New York
$11K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$10K +$997 +12 +11%
IA
128
IFP Advisors
Florida
$6K
TWA
129
TCI Wealth Advisors
Arizona
$6K
CIM
130
Contravisory Investment Management
Massachusetts
$5K
C
131
Covestor
United Kingdom
$5K +$83 +1 +2%
PWMG
132
Prestige Wealth Management Group
New Jersey
$4K -$498 -6 -12%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$4K +$4.74K +57 New
JWA
134
JFS Wealth Advisors
Pennsylvania
$3K +$1.33K +16 +84%
GWS
135
Glassman Wealth Services
Virginia
$2K -$581 -7 -27%
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$2K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$2K
QCG
138
Quadrant Capital Group
Ohio
$2K
S
139
SignatureFD
Georgia
$2K
DI
140
Disciplined Investments
Oklahoma
$1K
Federated Hermes
141
Federated Hermes
Pennsylvania
$1K
SC
142
Schubert & Co
Texas
$1K +$831 +10 +143%
BIA
143
Bell Investment Advisors
California
$1K +$997 +12 New
SFG
144
Steward Financial Group
Texas
$1K +$1.25K +15 New
TCWM
145
Total Clarity Wealth Management
Illinois
$1K +$1.25K +15 New
BHTS
146
Bar Harbor Trust Services
Maine
-$8.6M -101,121 Closed
FM
147
Family Management
New York
-$708K -8,331 Closed
OQS
148
Occudo Quantitative Strategies
Florida
-$275K -3,240 Closed
ProShare Advisors
149
ProShare Advisors
Maryland
-$271K -3,184 Closed
SSA
150
Schonfeld Strategic Advisors
New York
-$229K -2,700 Closed