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Piper Sandler

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
151
Sutton Wealth Advisors
Florida
$31K
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$29K
GWM
153
Geneos Wealth Management
Colorado
$29K
Fidelity Investments
154
Fidelity Investments
Massachusetts
$19K +$5.22K +276 +37%
ESB
155
Essex Savings Bank
Connecticut
$18K
Federated Hermes
156
Federated Hermes
Pennsylvania
$18K +$18.3K +968 New
RCAG
157
Rehmann Capital Advisory Group
Michigan
$17K
NCM
158
Nelson Capital Management
California
$17K
QCG
159
Quadrant Capital Group
Ohio
$16K
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$11K
EWM
161
Edge Wealth Management
New York
$10K
PHK
162
Point72 Hong Kong
Hong Kong
$10K +$10.7K +564 New
AG
163
Advisor Group
Arizona
$8K -$7.48K -396 -45%
PWP
164
Personal Wealth Partners
Minnesota
$8K +$8.47K +448 New
VCM
165
Versant Capital Management
Arizona
$7K -$11.6K -616 -59%
GT
166
Glenmede Trust
Pennsylvania
$7K
WT
167
Whittier Trust
California
$5K
AF
168
Advisornet Financial
Minnesota
$4K -$1.74K -92 -30%
SIC
169
Salem Investment Counselors
North Carolina
$4K +$3.93K +208 New
GAM
170
Gemmer Asset Management
California
$3K
PFO
171
Pathstone Family Office
New Jersey
$3K
FBT
172
First Bank & Trust
South Dakota
$2K
GSC
173
G&S Capital
Colorado
$2K
LWM
174
Liberty Wealth Management
California
$2K
PFBT
175
Parkside Financial Bank & Trust
Missouri
$2K