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NI Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
Amalgamated Bank
51
Amalgamated Bank
New York
$4K – – –
NewEdge Advisors
52
NewEdge Advisors
Louisiana
$3.19K – – –
MassMutual Private Wealth & Trust
53
MassMutual Private Wealth & Trust
Connecticut
$2.9K +$2.95K +228 New
Sterling Capital Management
54
Sterling Capital Management
North Carolina
$2.8K +$1.03K +80 +57%
PWA
55
Physician Wealth Advisors
Utah
$1.75K +$1.77K +137 New
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$484 +$401 +31 +443%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$242 – – –
Allworth Financial
58
Allworth Financial
California
$217 +$220 +17 New
IFP Advisors
59
IFP Advisors
Florida
$192 +$194 +15 New
EverSource Wealth Advisors
60
EverSource Wealth Advisors
Alabama
$178 -$39 -3 -18%
EP
61
Essential Partners
California
$166 +$168 +13 New
TWD
62
True Wealth Design
Ohio
$26 -$13 -1 -33%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
– -$663K -46,487 Closed
AC
64
AWH Capital
Texas
– -$571K -40,016 Closed
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
– -$158K -11,114 Closed
SOW
66
State of Wyoming
Wyoming
– -$75.3K -5,284 Closed
CF
67
Corebridge Financial
Texas
– -$54.5K -3,822 Closed
GAMMA Investing
68
GAMMA Investing
California
– -$984 -69 Closed
Coldstream Capital Management
69
Coldstream Capital Management
Washington
– -$58 -4 Closed
C
70
Covestor
United Kingdom
– +$78 +6 New
AW
71
Avion Wealth
Texas
– +$517 +40 New