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Piper Sandler

Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
176
MPS Loria Financial Planners
Illinois
$5K
SIC
177
Salem Investment Counselors
North Carolina
$5K
Toronto Dominion Bank
178
Toronto Dominion Bank
Ontario, Canada
$5K
LWCFA
179
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K +$726 +32 +18%
FRA
180
Front Row Advisors
California
$5K +$4.45K +196 New
ADIM
181
Alpha DNA Investment Management
Maryland
$5K +$4.99K +220 New
PFO
182
Pathstone Family Office
New Jersey
$4K
TWA
183
TCI Wealth Advisors
Arizona
$4K
Bessemer Group
184
Bessemer Group
New Jersey
$3K
LWA
185
Lenox Wealth Advisors
New York
$3K
TCM
186
Tradewinds Capital Management
Washington
$3K
HR
187
Howe & Rusling
New York
$3K +$2.63K +116 New
FF
188
FourThought Financial
Florida
$3K +$3.17K +140 New
ICP
189
Interchange Capital Partners
Pennsylvania
$3K +$3.54K +156 New
S
190
SignatureFD
Georgia
$2K -$272 -12 -12%
AP
191
Atwood & Palmer
Missouri
$2K
LWM
192
Liberty Wealth Management
California
$2K
PWMG
193
Prestige Wealth Management Group
New Jersey
$2K
VFA
194
Valeo Financial Advisors
Indiana
$2K
WT
195
Whittier Trust
California
$2K
CWA
196
Clearview Wealth Advisors
Oregon
$2K +$1.36K +60 New
DWM
197
Defined Wealth Management
Oregon
$2K +$1.63K +72 New
AWA
198
Arkadios Wealth Advisors
Georgia
$2K +$2.63K +116 New
CFGS
199
Concourse Financial Group Securities
Alabama
$1K -$907 -40 -53%
BCM
200
Bourgeon Capital Management
Connecticut
$1K