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Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.56K +56 +11%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$12.3K
Bessemer Group
203
Bessemer Group
New Jersey
$12K +$6.56K +235 +90%
API
204
Asset Planning Inc
California
$9.54K +$11.2K +400 New
WAG
205
Wiser Advisor Group
Arizona
$9.23K
CIAM
206
Caitong International Asset Management
Hong Kong
$9.13K +$10.7K +383 New
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$8.25K -$1.65K -59 -15%
FFWM
208
Future Financial Wealth Management
Ohio
$7.8K
QL
209
Quarry LP
New York
$6.84K +$8.01K +287 New
EWA
210
EverSource Wealth Advisors
Alabama
$6.63K -$5.89K -211 -43%
AA
211
AlphaMark Advisors
Kentucky
$6K
UB
212
UMB Bank
Missouri
$5.6K -$1.9K -68 -22%
MCM
213
MAI Capital Management
Ohio
$4.84K +$5.67K +203 New
WIM
214
Westside Investment Management
California
$4.77K
SRCM
215
Signature Resources Capital Management
California
$4.41K
GP
216
Greenline Partners
New York
$4.39K +$5.14K +184 New
OC
217
Oarsman Capital
Wisconsin
$4.17K
BIA
218
Bell Investment Advisors
California
$4.1K
SCM
219
Sterling Capital Management
North Carolina
$3.84K +$698 +25 +18%
HHGA
220
Halbert Hargrove Global Advisors
California
$3.77K +$4.41K +158 New
FFA
221
Farther Finance Advisors
California
$3.48K -$223 -8 -5%
NA
222
NewEdge Advisors
Louisiana
$3.03K
PFBT
223
Parkside Financial Bank & Trust
Missouri
$3.03K +$56 +2 +2%
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$2.88K +$726 +26 +27%
GRP
225
Global Retirement Partners
California
$2.79K -$7.93K -284 -71%