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Name Holding Trade Value Shares
Change
Change in
Stake
C
401
Certuity
Florida
$145K +$8.52K +815 +8%
SPC
402
Sigma Planning Corp
Michigan
$145K -$30.7K -2,937 -21%
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$144K +$3.16K +302 +3%
PA
404
Parallel Advisors
California
$143K +$10.2K +973 +10%
TWM
405
Tradition Wealth Management
Minnesota
$141K +$110K +10,505 New
IAA
406
Independent Advisor Alliance
North Carolina
$141K -$8.28K -792 -7%
BFO
407
Biltmore Family Office
North Carolina
$141K -$1.02K -98 -0.9%
EPA
408
Element Pointe Advisors
Florida
$140K
AAS
409
Avantax Advisory Services
Texas
$140K +$109K +10,441 New
LWM
410
Laidlaw Wealth Management
New York
$137K
CIBC Private Wealth Group
411
CIBC Private Wealth Group
Georgia
$137K +$2.34K +224 +3%
MHS
412
M Holdings Securities
Oregon
$136K +$106K +10,137 New
SMH
413
Sanders Morris Harris
Texas
$136K +$8.6K +823 +9%
SG
414
Sharper & Granite
California
$134K
BCI
415
Brinker Capital Investments
Pennsylvania
$134K +$104K +10,000 New
OPS
416
Orion Portfolio Solutions
Nebraska
$134K +$104K +10,000 New
Federated Hermes
417
Federated Hermes
Pennsylvania
$132K -$5.72K -547 -5%
LWCFA
418
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$128K -$42 -4 -0.1%
CC
419
Cypress Capital
Tennessee
$125K -$8.65K -828 -8%
CL
420
CSS LLC
Illinois
$125K +$61.7K +5,904 +174%
CFGS
421
Concourse Financial Group Securities
Alabama
$118K -$26.1K -2,495 -22%
BCWM
422
Bartlett & Co Wealth Management
Ohio
$113K +$1.25K +120 +1%
FPF
423
First Pacific Financial
Washington
$112K +$85.4K +8,171 +4,086%
QL
424
Quarry LP
New York
$105K +$81.6K +7,809 New
JPWM
425
Jamison Private Wealth Management
Georgia
$103K