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Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
$37K -$33.6K -1,237 -49%
KB
227
Kimelman & Baird
New York
$35K
SHM
228
Sagard Holdings Management
Ontario, Canada
$29.7K +$27.6K +1,015 New
PA
229
Parallel Advisors
California
$25.3K -$29.1K -1,071 -55%
MPWT
230
MassMutual Private Wealth & Trust
Connecticut
$24K +$15.5K +572 +229%
MSFP
231
Mark Sheptoff Financial Planning
Connecticut
$23.4K
WA
232
WPG Advisers
Maryland
$22.7K +$21.1K +778 New
IA
233
IFP Advisors
Florida
$22.5K +$5.08K +187 +32%
BHWM
234
Beaird Harris Wealth Management
Texas
$18.1K
FHA
235
First Horizon Advisors
Tennessee
$15.7K +$14.6K +537 New
BIG
236
Brooklyn Investment Group
New York
$15.2K +$14.2K +521 New
SWP
237
Strategic Wealth Partners
Ohio
$13.6K +$12.6K +465 New
CPG
238
Cornerstone Planning Group
New Jersey
$12.9K +$571 +21 +5%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$11K +$679 +25 +7%
PB
240
Pinnacle Bancorp
Nebraska
$8.91K
GRP
241
Global Retirement Partners
California
$8.32K +$7.75K +285 New
MA
242
Montag & Associates
Georgia
$8.15K
NC
243
NewSquare Capital
Pennsylvania
$7.47K +$6.25K +230 +885%
PS
244
Principal Securities
Iowa
$7.45K +$5.9K +217 +571%
GWM
245
Geneos Wealth Management
Colorado
$7.01K +$5.65K +208 +650%
Walleye Capital
246
Walleye Capital
New York
$6.83K +$6.36K +234 New
OC
247
Oakworth Capital
Alabama
$6.66K
BBHC
248
Brown Brothers Harriman & Co
New York
$5.69K +$5.3K +195 New
SS
249
SBI Securities
Japan
$3.77K -$2.09K -77 -37%
HNW
250
High Note Wealth
Minnesota
$3.27K