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Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
301
Northwestern Mutual Wealth Management
Wisconsin
$60.7K +$171 +1 +0.3%
BWA
302
Basecamp Wealth Advisors
Washington
$57K +$54.4K +318 New
FDCDDQ
303
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.9K +$52K +304 +3,800%
PP
304
Pingora Partners
Wyoming
$53.7K
N
305
Natixis
France
$44.6K +$42.6K +249 New
FFA
306
Farther Finance Advisors
California
$44.4K +$13.2K +77 +45%
ST
307
Smithfield Trust
Pennsylvania
$39K
SC
308
Swan Capital
Florida
$38.5K
SFS
309
Sunrise Financial Services
Washington
$37.8K +$36.1K +211 New
OC
310
Oakworth Capital
Alabama
$37.6K
GSWM
311
Golden State Wealth Management
California
$36.7K +$3.59K +21 +11%
SC
312
Solstein Capital
California
$35.8K
PWPS
313
Pinnacle Wealth Planning Services
Ohio
$34.8K +$33.2K +194 New
AF
314
Allworth Financial
California
$33.9K -$4.28K -25 -12%
MA
315
Modus Advisors
Minnesota
$33.5K +$32K +187 New
WSFS
316
Wilmington Savings Fund Society
Delaware
$31.2K +$19.8K +116 +200%
PA
317
Parallel Advisors
California
$29.1K -$22.6K -132 -45%
MCM
318
MAI Capital Management
Ohio
$27.4K -$230K -1,347 -90%
HNB
319
Huntington National Bank
Ohio
$21.9K -$2.91K -17 -12%
AAP
320
Arax Advisory Partners
Colorado
$20.8K +$19.8K +116 New
Nomura Asset Management
321
Nomura Asset Management
Japan
$17.7K
CWM
322
Copia Wealth Management
Oregon
$16.8K -$5.47K -32 -25%
SS
323
Sunbelt Securities
Texas
$16.7K
Fidelity International
324
Fidelity International
Bermuda
$16.5K +$171 +1 +1%
QL
325
Quarry LP
New York
$14.3K -$517K -3,021 -97%