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Name Holding Trade Value Shares
Change
Change in
Stake
CAN
101
Cetera Advisor Networks
California
$10.4K +$14.4K +1,243 New
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$10.3K +$14.3K +1,235 New
PSP
103
Principal Street Partners
Tennessee
$9.75K +$13.5K +1,166 New
BAM
104
Belpointe Asset Management
Nevada
$9.75K +$13.5K +1,165 New
GRP
105
Global Retirement Partners
California
$9.45K +$2.92K +252 New
SEI Investments
106
SEI Investments
Pennsylvania
$9.12K +$12.6K +1,090 New
IAN
107
Integrated Advisors Network
Texas
$8.41K +$11.7K +1,005 New
SWM
108
Spire Wealth Management
Virginia
$8.37K -$93 -8 -0.8%
SMH
109
Sanders Morris Harris
Texas
$8.37K
Citadel Advisors
110
Citadel Advisors
Florida
$6.71K -$356K -30,655 -97%
MA
111
MCF Advisors
Kentucky
$6.69K +$9.28K +800 New
SWM
112
Sugarloaf Wealth Management
Georgia
$6.52K +$9.04K +779 New
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$6.16K +$8.55K +737 New
UBS Group
114
UBS Group
Switzerland
$5.9K -$1.07K -92 -12%
OCM
115
Orion Capital Management
California
$4.18K
EDRH
116
Edmond de Rothschild Holding
Switzerland
$3.55K +$5.08K +438 New
CA
117
Clearstead Advisors
Ohio
$3.43K +$4.76K +410 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$3.12K -$1.32K -114 -23%
SPIA
119
Steward Partners Investment Advisory
New York
$2.96K +$1.15K +99 +39%
EI
120
Ellevest Inc
New York
$2.78K +$1.14K +98 +42%
LFG
121
Larson Financial Group
Missouri
$1.48K
CFD
122
Creative Financial Designs
Indiana
$1.3K
AF
123
Allworth Financial
California
$889 +$1.23K +106 New
HCP
124
Hexagon Capital Partners
Arkansas
$837
IWP
125
IAG Wealth Partners
Wisconsin
$837