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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$14.3K – – –
Bank Julius Baer & Co
502
Bank Julius Baer & Co
Switzerland
$14K +$2.97K +52 +35%
CLOS
503
Compagnie Lombard Odier SCmA
Switzerland
$14K +$11.3K +198 New
HI
504
Harbour Investments
Wisconsin
$13.9K -$3.43K -60 -23%
C
505
Covestor
United Kingdom
$13K +$2.97K +52 +39%
FFA
506
Farther Finance Advisors
California
$12.7K +$10.6K +186 New
CA
507
CoreCap Advisors
Michigan
$11.3K +$9.42K +165 New
RA
508
Rise Advisors
New York
$10.5K – – –
PFBT
509
Parkside Financial Bank & Trust
Missouri
$10.3K +$1.66K +29 +24%
FP
510
Financial Perspectives
Minnesota
$10.3K +$8.39K +147 +3,675%
AA
511
AlphaMark Advisors
Kentucky
$10K -$1.14K -20 -12%
PTC
512
Private Trust Company
Ohio
$9K – – –
TWA
513
TCI Wealth Advisors
Arizona
$8.88K +$3.65K +64 +97%
First Manhattan
514
First Manhattan
New York
$7.93K -$2.85K -50 -30%
HIA
515
Harbor Investment Advisory
Maryland
$7.79K -$2.17K -38 -25%
BIA
516
Bell Investment Advisors
California
$7.65K +$5.88K +103 +1,144%
ZB
517
Zions Bancorporation
Utah
$7.58K +$4.8K +84 +311%
CFO
518
CVA Family Office
Colorado
$7.17K +$3.43K +60 +133%
Pacer Advisors
519
Pacer Advisors
Pennsylvania
$7.11K -$280K -4,902 -98%
HWA
520
Heritage Wealth Advisors
Virginia
$7.11K +$5.94K +104 New
IWP
521
IAG Wealth Partners
Wisconsin
$6.83K – – –
SWA
522
SOA Wealth Advisors
New York
$6.36K – – –
CA
523
Crewe Advisors
Utah
$6.15K -$799 -14 -13%
AF
524
Advisornet Financial
Minnesota
$5.81K +$1.49K +26 +44%
AWM
525
Accurate Wealth Management
Florida
$5.78K +$4.85K +85 New