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Piper Sandler

Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
151
Russell Investments Group
United Kingdom
$70K -$457K -20,164 -88%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$60K -$15.8K -696 -23%
SWA
153
Sutton Wealth Advisors
Florida
$56.5K -$4.08K -180 -7%
SC
154
SouthState Corp
Florida
$52K
GWM
155
Geneos Wealth Management
Colorado
$40K
Federated Hermes
156
Federated Hermes
Pennsylvania
$32K +$726 +32 +3%
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$29K
QCG
158
Quadrant Capital Group
Ohio
$24K +$2.36K +104 +12%
QT
159
Quantbot Technologies
New York
$22K +$20K +880 New
PCG
160
Private Capital Group
Connecticut
$19K +$1.36K +60 +9%
EW
161
Evoke Wealth
California
$17K
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$16K +$2.54K +112 +21%
VCM
163
Versant Capital Management
Arizona
$13K
LF
164
Lee Financial
Texas
$12K +$2.27K +100 +26%
AF
165
Advisornet Financial
Minnesota
$11K
VCG
166
Vantage Consulting Group
Virginia
$11K +$9.53K +420 New
PWPS
167
Pinnacle Wealth Planning Services
Ohio
$11K +$9.89K +436 New
FP
168
Financial Perspectives
Minnesota
$10.8K
FPB
169
First PREMIER Bank
South Dakota
$10K
GRP
170
Global Retirement Partners
California
$10K
Fidelity Investments
171
Fidelity Investments
Massachusetts
$9K -$6.08K -268 -43%
FCH
172
Freestone Capital Holdings
Washington
$6.46K
SFS
173
Sowell Financial Services
Arkansas
$6K +$726 +32 +16%
PFBT
174
Parkside Financial Bank & Trust
Missouri
$6K +$3.36K +148 +168%
GAM
175
Gemmer Asset Management
California
$5K