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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$163K
CF
302
Centaurus Financial
California
$160K
O
303
Ossiam
France
$145K
SAM
304
Shell Asset Management
Netherlands
$131K -$35.1K -136 -23%
KBC Group
305
KBC Group
Belgium
$105K +$30.5K +118 +49%
TWM
306
Tradition Wealth Management
Minnesota
$102K +$11.6K +45 +15%
CG
307
Cutler Group
California
$93K -$382K -1,478 -82%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$93K -$28.4K -110 -26%
OC
309
Oakworth Capital
Alabama
$86K
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$80K -$16K -62 -18%
NA
311
NewEdge Advisors
Louisiana
$72.5K -$375K -1,453 -85%
FFA
312
Fairfield Financial Advisors
Massachusetts
$64.4K
ST
313
Smithfield Trust
Pennsylvania
$63K
UCB
314
United Community Bank
South Carolina
$62.7K
TWC
315
TD Waterhouse Canada
Ontario, Canada
$59K -$258 -1 -0.5%
SC
316
Solstein Capital
California
$58.3K
CWAF
317
Core Wealth Advisors (Florida)
Florida
$56.3K
C
318
Covestor
United Kingdom
$54K +$1.29K +5 +3%
LSA
319
Leonteq Securities AG
Switzerland
$48.4K +$1.55K +6 +4%
FWM
320
Focused Wealth Management
New York
$46.3K
ASN
321
Advisory Services Network
Georgia
$45.4K +$40.3K +156 New
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$45.2K +$5.42K +21 +16%
YDMI
323
Y.D. More Investments
Israel
$42K -$51.6K -200 -58%
A
324
AlphaQuest
New York
$37.3K +$33.1K +128 New
GRP
325
Global Retirement Partners
California
$36.4K +$19.9K +77 +120%