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Piper Sandler

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
201
Arete Wealth Advisors
Illinois
$568K +$1.96K +24 +0.4%
SC
202
Schulhoff & Co
Ohio
$561K -$14.7K -180 -3%
DWM
203
Destination Wealth Management
California
$521K
TRCT
204
Tower Research Capital (TRC)
New York
$511K -$195K -2,392 -29%
OWP
205
Obermeyer Wealth Partners
Colorado
$510K
AIP
206
Ameritas Investment Partners
Nebraska
$507K -$100K -1,232 -17%
FMII
207
Farmers & Merchants Investments Inc
Nebraska
$489K
X
208
Xponance
Pennsylvania
$478K +$6.52K +80 +1%
PPW
209
Parcion Private Wealth
Washington
$474K +$979 +12 +0.2%
TFO
210
Tarbox Family Office
California
$470K
VF
211
Virtu Financial
New York
$461K +$434K +5,320 New
HAG
212
HighPoint Advisor Group
Illinois
$446K +$652 +8 +0.2%
EI
213
Ethic Inc
New York
$442K +$105K +1,292 +34%
FT
214
Fiduciary Trust
Massachusetts
$432K
PAM
215
Panagora Asset Management
Massachusetts
$431K -$31.6K -388 -7%
HWMO
216
Heritage Wealth Management (Ohio)
Ohio
$424K
MA
217
Modus Advisors
Minnesota
$416K
CL
218
Choreo LLC
Illinois
$390K +$14.7K +180 +4%
Mitsubishi UFJ Trust & Banking
219
Mitsubishi UFJ Trust & Banking
Japan
$378K +$16.6K +204 +5%
Mackenzie Financial
220
Mackenzie Financial
Ontario, Canada
$377K
KAS
221
Kestra Advisory Services
Texas
$369K +$39.5K +484 +13%
YMRC
222
Yorktown Management & Research Company
Virginia
$368K
PS
223
Principal Securities
Iowa
$365K +$26.1K +320 +8%
Corient Private Wealth
224
Corient Private Wealth
Florida
$357K +$50.2K +616 +18%
TCA
225
Transcend Capital Advisors
New Jersey
$357K -$1.96K -24 -0.6%