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PINS

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
601
Steward Partners Investment Advisory
New York
$78.6K -$6.41K -204 -9%
SC
602
Shay Capital
New York
$74.1K -$817K -26,000 -93%
C
603
Covestor
United Kingdom
$74K +$251 +8 +0.4%
IGWM
604
ICA Group Wealth Management
Colorado
$68.4K +$58.1K +1,847 New
MIFH
605
Migdal Insurance & Financial Holdings
Israel
$67K – – –
GAMC
606
Garner Asset Management Corp
Texas
$65.3K +$50.3K +1,600 New
PIM
607
Plato Investment Management
Australia
$64.3K +$54.6K +1,737 New
CFB
608
Cullen/Frost Bankers
Texas
$62K -$157 -5 -0.3%
CPG
609
Cornerstone Planning Group
New Jersey
$56.1K +$34.9K +1,110 +275%
LCM
610
Logan Capital Management
Pennsylvania
$55.6K – – –
NOI
611
Newton One Investments
Delaware
$55.6K – – –
PS
612
Principal Securities
Iowa
$53.5K +$45.4K +1,445 New
JEST
613
JTC Employer Solutions Trustee
Jersey
$51K – – –
TPCW
614
TD Private Client Wealth
New York
$50.7K +$7.36K +234 +21%
QCG
615
Quadrant Capital Group
Ohio
$48.4K +$11.9K +378 +41%
GAM
616
Groupama Asset Management
France
$48.2K +$40.9K +1,302 New
PTC
617
Private Trust Company
Ohio
$48K – – –
GRP
618
Global Retirement Partners
California
$47.8K +$32.6K +1,038 +396%
IA
619
IFP Advisors
Florida
$47K -$9.05K -288 -18%
SIS
620
Strategic Investment Solutions
Illinois
$44.6K +$37.8K +1,204 New
HFM
621
Harvest Fund Management
China
$43K +$36.2K +1,153 New
MPWT
622
MassMutual Private Wealth & Trust
Connecticut
$42.8K +$1.82K +58 +5%
FFA
623
Farther Finance Advisors
California
$40.1K +$23.2K +739 +215%
RA
624
Rise Advisors
New York
$39K – – –
WTA
625
Washington Trust Advisors
Massachusetts
$38.3K +$10.2K +326 +46%
23 24
25
26 27