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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
201
Harel Insurance Investments & Financial Services
Israel
$26K -$334K -35,450 -92%
LWCFA
202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.1K
BCFD
203
Boit C.F. David
$17.3K
IA
204
IFP Advisors
Florida
$17.2K
AAM
205
Advisors Asset Management
Colorado
$16.7K -$12.4K -1,318 -40%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$11.8K
OCM
207
Orion Capital Management
California
$8.61K +$9.41K +1,000 New
CG
208
Cutler Group
California
$7K -$2.59K -275 -23%
SIA
209
SkyView Investment Advisors
New Jersey
$4K
S
210
SignatureFD
Georgia
$3.01K +$3.29K +350 New
Amundi
211
Amundi
France
$2.8K
SPIA
212
Steward Partners Investment Advisory
New York
$2.58K
HNB
213
Huntington National Bank
Ohio
$2.49K -$56 -6 -2%
VWM
214
Venturi Wealth Management
Texas
$2.15K
CA
215
Clearstead Advisors
Ohio
$2.14K +$2.34K +249 New
NFSG
216
Newbridge Financial Services Group
Florida
$2.11K
CMBA
217
C.M. Bidwell & Associates
Hawaii
$2K +$2.18K +232 New
TJHA
218
Thomas J. Herzfeld Advisors
Florida
$1.36K
SS
219
Sunbelt Securities
Texas
$1.09K
AWA
220
Authentikos Wealth Advisory
California
$654 +$715 +76 New
SWM
221
Spire Wealth Management
Virginia
$517
AF
222
Allworth Financial
California
$388 -$1.03K -110 -71%
TCM
223
Tradewinds Capital Management
Washington
$302
US Bancorp
224
US Bancorp
Minnesota
$121
AI
225
Axiom Investors
Connecticut
-$21.4M -2,261,960 Closed