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Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$38.3K +$5.9K +217 +20%
C
227
Covestor
United Kingdom
$37K -$33.6K -1,237 -49%
KB
228
Kimelman & Baird
New York
$35K – – –
SHM
229
Sagard Holdings Management
Ontario, Canada
$29.7K +$27.6K +1,015 New
PA
230
Parallel Advisors
California
$25.3K -$29.1K -1,071 -55%
MassMutual Private Wealth & Trust
231
MassMutual Private Wealth & Trust
Connecticut
$24K +$15.5K +572 +229%
MSFP
232
Mark Sheptoff Financial Planning
Connecticut
$23.4K – – –
WA
233
WPG Advisers
Maryland
$22.7K +$21.1K +778 New
IA
234
IFP Advisors
Florida
$22.5K +$5.08K +187 +32%
BHWM
235
Beaird Harris Wealth Management
Texas
$18.1K – – –
FHA
236
First Horizon Advisors
Tennessee
$15.7K +$14.6K +537 New
BIG
237
Brooklyn Investment Group
New York
$15.2K +$14.2K +521 New
SWP
238
Strategic Wealth Partners
Ohio
$13.6K +$12.6K +465 New
CPG
239
Cornerstone Planning Group
New Jersey
$12.9K +$571 +21 +5%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$11K +$679 +25 +7%
PB
241
Pinnacle Bancorp
Nebraska
$8.91K – – –
GRP
242
Global Retirement Partners
California
$8.32K +$7.75K +285 New
MA
243
Montag & Associates
Georgia
$8.15K – – –
NC
244
NewSquare Capital
Pennsylvania
$7.47K +$6.25K +230 +885%
Principal Securities
245
Principal Securities
Iowa
$7.45K +$5.9K +217 +571%
GWM
246
Geneos Wealth Management
Colorado
$7.01K +$5.65K +208 +650%
Walleye Capital
247
Walleye Capital
New York
$6.83K +$6.36K +234 New
OC
248
Oakworth Capital
Alabama
$6.66K – – –
Brown Brothers Harriman & Co
249
Brown Brothers Harriman & Co
New York
$5.69K +$5.3K +195 New
SS
250
SBI Securities
Japan
$3.77K -$2.09K -77 -37%