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Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Ancora Advisors
Ohio
$10.5K
PS
152
Planned Solutions
California
$10.5K +$12.2K +1,000 New
GI
153
GAMMA Investing
California
$9.64K +$8.58K +704 +327%
SAM
154
Smartleaf Asset Management
Massachusetts
$9.2K +$9.2K +755 +778%
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$8.3K +$6.11K +501 +173%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$8K -$1.2K -98 -11%
Osaic Holdings
157
Osaic Holdings
Arizona
$5.04K +$280 +23 +5%
Federated Hermes
158
Federated Hermes
Pennsylvania
$4.67K +$5.42K +445 New
GRP
159
Global Retirement Partners
California
$4.17K
EB
160
Eastern Bank
Massachusetts
$3.88K +$4.51K +370 New
MPWT
161
MassMutual Private Wealth & Trust
Connecticut
$2.22K +$2.58K +212 New
AF
162
Allworth Financial
California
$2.07K +$2.4K +197 New
Daiwa Securities Group
163
Daiwa Securities Group
Japan
$2K
DWS
164
Dynamic Wealth Strategies
California
$2K
PS
165
Principal Securities
Iowa
$1.98K
WT
166
Washington Trust
Rhode Island
$1.96K
SCM
167
Sterling Capital Management
North Carolina
$1.68K +$1.95K +160 New
UB
168
UMB Bank
Missouri
$1.6K +$926 +76 +99%
GEA
169
Glen Eagle Advisors
New Jersey
$1.57K
IHWM
170
Iron Horse Wealth Management
Iowa
$1.05K +$1.22K +100 New
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$1.02K +$37 +3 +3%
Bessemer Group
172
Bessemer Group
New Jersey
$1K +$1.16K +95 New
RIL
173
Rothschild Investment LLC
Illinois
$682 +$792 +65 New
HNB
174
Huntington National Bank
Ohio
$671
PA
175
Parallel Advisors
California
$525