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On Holding

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
401
Orion Capital Management
California
$115K
PS
402
Principal Securities
Iowa
$107K -$23.7K -466 -19%
OWP
403
ORG Wealth Partners
Texas
$104K
AAP
404
Arax Advisory Partners
Colorado
$94K -$31.5K -619 -26%
GBT
405
Grove Bank & Trust
Florida
$87K
LFG
406
Larson Financial Group
Missouri
$83.5K -$510 -10 -0.6%
RAM
407
Resona Asset Management
Japan
$82.9K +$81.1K +1,592 New
BCM
408
Boreal Capital Management
Florida
$78.1K +$76.4K +1,500 New
WR
409
WD Rutherford
Oregon
$73K +$71.5K +1,403 New
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$66K +$510 +10 +0.8%
SSG
411
Summit Securities Group
New York
$64K +$62.6K +1,229 New
RAM
412
Ramirez Asset Management
New York
$62.5K +$10.2K +200 +20%
CA
413
CoreCap Advisors
Michigan
$62.5K +$45.1K +885 +281%
MWM
414
MorganRosel Wealth Management
Colorado
$57.3K
MYIA
415
Mount Yale Investment Advisors
Colorado
$50.1K -$241K -4,732 -83%
SAM
416
Smartleaf Asset Management
Massachusetts
$49.3K -$204 -4 -0.4%
BIG
417
Brooklyn Investment Group
New York
$48.3K +$47.2K +927 New
PMFA
418
Plante Moran Financial Advisors
Michigan
$43.4K
LB
419
Legacy Bridge
Iowa
$40.6K
MPWT
420
MassMutual Private Wealth & Trust
Connecticut
$39.8K +$1.89K +37 +5%
MCM
421
MAI Capital Management
Ohio
$37.2K +$2.5K +49 +7%
ECM
422
Eisler Capital Management
United Kingdom
$31.8K -$2.52M -49,464 -99%
MA
423
Montag & Associates
Georgia
$31.1K
AF
424
Advisornet Financial
Minnesota
$30.8K -$5.61K -110 -16%
LWCFA
425
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$30.7K