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Name Holding Trade Value Shares
Change
Change in
Stake
LWP
76
Laurel Wealth Planning
Minnesota
$3K
UB
77
UMB Bank
Missouri
$3K
HIA
78
Harbor Investment Advisory
Maryland
$2K
PWMG
79
Prestige Wealth Management Group
New Jersey
$2K
PCG
80
Private Capital Group
Connecticut
$2K
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$2K +$1.35K +38 +86%
SC
82
Schubert & Co
Texas
$2K +$2.31K +65 New
Barclays
83
Barclays
United Kingdom
$1K -$2.81K -79 -79%
PMFA
84
Plante Moran Financial Advisors
Michigan
$1K +$1.14K +32 New
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$1K +$1.42K +40 New
RWM
86
Raffa Wealth Management
District of Columbia
$973
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
-$2.39M -65,861 Closed
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
-$662K -18,848 Closed
SAM
89
Sabadell Asset Management
Spain
-$362K -10,231 Closed
FCH
90
Freestone Capital Holdings
Washington
-$312K -8,869 Closed
DCM
91
DGS Capital Management
New Jersey
-$253K -7,205 Closed
SG
92
StoneX Group
New York
-$228K -6,502 Closed
FAG
93
Fortitude Advisory Group
Washington
-$13K -377 Closed
AWA
94
Aaron Wealth Advisors
Illinois
-$10.4K -296 Closed
First Manhattan
95
First Manhattan
New York
-$7K -200 Closed
GRP
96
Global Retirement Partners
California
-$5K -144 Closed