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Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
201
Steel Grove Capital Advisors
Tennessee
$209K +$44.3K +8,000 +26%
BP
202
Ballentine Partners
Massachusetts
$206K -$1.27K -229 -0.6%
RWB
203
RMR Wealth Builders
New Jersey
$203K +$206K +37,148 New
LSAG
204
Lake Street Advisors Group
New Hampshire
$202K -$59.2K -10,683 -22%
TRCT
205
Tower Research Capital (TRC)
New York
$194K +$125K +22,645 +175%
BAM
206
Belpointe Asset Management
Nevada
$193K -$10.7K -1,935 -5%
QCG
207
Quadrant Capital Group
Ohio
$192K +$1.81K +327 +0.9%
PFS
208
Prospera Financial Services
Texas
$191K -$30.3K -5,466 -14%
ADL
209
Asset Dedication LLC
California
$191K
SFP
210
Sweet Financial Partners
Minnesota
$187K +$919 +166 +0.5%
NA
211
NewEdge Advisors
Louisiana
$183K +$117K +21,146 +171%
RFA
212
Resurgent Financial Advisors
Georgia
$180K +$182K +32,939 New
CCP
213
Corient Capital Partners
California
$175K -$354 -64 -0.2%
CICI
214
Capital Investment Counsel Inc
North Carolina
$174K -$30.7K -5,550 -15%
Truist Financial
215
Truist Financial
North Carolina
$173K +$92K +16,608 +109%
LSA
216
Leonteq Securities AG
Switzerland
$172K -$111K -20,015 -39%
DI
217
Diligent Investors
California
$168K
First Manhattan
218
First Manhattan
New York
$166K +$2.21K +400 +1%
FWM
219
Frontier Wealth Management
Missouri
$164K
MOS
220
MGO One Seven
Ohio
$163K -$1.35K -244 -0.8%
CP
221
CenterBook Partners
Connecticut
$163K +$8.29K +1,497 +5%
Geode Capital Management
222
Geode Capital Management
Massachusetts
$161K -$578K -104,300 -78%
CAM
223
Cresset Asset Management
Illinois
$160K -$38.9K -7,018 -19%
SBIA
224
Sheaff Brock Investment Advisors
Indiana
$160K -$27.7K -5,000 -15%
CGL
225
Clarius Group LLC
Washington
$158K