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Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SimplyRich
California
$271K +$260K +42,025 New
PI
202
PFG Investments
New York
$264K +$17.7K +2,862 +8%
DCM
203
DGS Capital Management
New Jersey
$261K -$5.04K -813 -2%
WTG
204
West Tower Group
Virginia
$259K +$248K +40,000 New
VT
205
Vise Technologies
New York
$258K +$153K +24,647 +162%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$257K +$35.8K +5,778 +17%
AWM
207
Angeles Wealth Management
California
$245K +$1.08K +174 +0.5%
P
208
&Partners
Tennessee
$244K +$167K +26,912 +248%
PP
209
PDS Planning
Ohio
$241K +$22.7K +3,667 +11%
LCGC
210
Legacy Capital Group California
California
$240K +$230K +37,060 New
CIA
211
Concurrent Investment Advisors
Florida
$239K +$32.2K +5,187 +16%
TF
212
Trek Financial
Arizona
$235K +$34.7K +5,593 +18%
FC
213
Farringdon Capital
United Kingdom
$233K +$223K +36,038 New
PCM
214
Prelude Capital Management
New York
$233K +$130K +20,958 +139%
OC
215
Oppenheimer & Co
New York
$232K -$12.4K -2,007 -5%
WFI
216
West Family Investments
California
$232K -$8.81K -1,421 -4%
DWT
217
Dorsey & Whitney Trust
South Dakota
$218K +$38.9K +6,281 +23%
KAS
218
Kestra Advisory Services
Texas
$207K -$25.2K -4,061 -11%
Nomura Holdings
219
Nomura Holdings
Japan
$206K +$197K +31,808 New
Fisher Asset Management
220
Fisher Asset Management
Washington
$205K +$58.8K +9,481 +43%
PA
221
Parallel Advisors
California
$199K +$1.45K +234 +0.8%
Legal & General Group
222
Legal & General Group
United Kingdom
$199K
Rockefeller Capital Management
223
Rockefeller Capital Management
New York
$197K +$70.9K +11,446 +60%
Truist Financial
224
Truist Financial
North Carolina
$197K +$10.2K +1,645 +6%
NB
225
Northwest Bancshares
Pennsylvania
$195K