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Piper Sandler

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$7K
SPIA
202
Steward Partners Investment Advisory
New York
$7K
Toronto Dominion Bank
203
Toronto Dominion Bank
Ontario, Canada
$7K
ST
204
Smithfield Trust
Pennsylvania
$7K +$6.7K +200 New
SI
205
Stephens Inc
Arkansas
$7K +$6.7K +200 New
KIG
206
Kowal Investment Group
Wisconsin
$7K +$7.23K +216 New
LWCFA
207
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K -$1.07K -32 -15%
FRA
208
Front Row Advisors
California
$6K
GAM
209
Gemmer Asset Management
California
$6K
VCM
210
Vigilant Capital Management
Maine
$6K +$5.36K +160 New
AA
211
Ancora Advisors
Ohio
$5K
HR
212
Howe & Rusling
New York
$5K +$1.21K +36 +36%
LWM
213
Liberty Wealth Management
California
$4K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$4K
TCM
215
Tradewinds Capital Management
Washington
$4K
MG
216
MilWealth Group
Wisconsin
$3.19K
AP
217
Atwood & Palmer
Missouri
$3K
Bessemer Group
218
Bessemer Group
New Jersey
$3K
FF
219
FourThought Financial
Florida
$3K
PWMG
220
Prestige Wealth Management Group
New Jersey
$3K
BCM
221
Bourgeon Capital Management
Connecticut
$2K
CWA
222
Clearview Wealth Advisors
Oregon
$2K
HCM
223
Highlander Capital Management
New Jersey
$2K
SAM
224
Strategic Asset Management
Minnesota
$2K +$2.01K +60 New
CAGAS
225
Capital Advisory Group Advisory Services
Minnesota
$1K