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Schrodinger

Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
201
Steward Partners Investment Advisory
New York
$1.51K – – –
Parallel Advisors
202
Parallel Advisors
California
$1.44K +$290 +21 +20%
RIL
203
Rothschild Investment LLC
Illinois
$1.44K +$1.18K +85 +202%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$1.27K +$166 +12 +12%
EP
205
Essential Partners
California
$1.25K -$511 -37 -25%
AT
206
Avalon Trust
New Mexico
$1.19K +$1.45K +105 New
Harbour Investments
207
Harbour Investments
Wisconsin
$1.08K – – –
WPA
208
Wealth Preservation Advisors
Tennessee
$1.08K +$1.31K +95 New
PWA
209
Physician Wealth Advisors
Utah
$1.02K +$1.24K +90 New
Geneos Wealth Management
210
Geneos Wealth Management
Colorado
$750 – – –
PWMG
211
Prestige Wealth Management Group
New Jersey
$659 -$650 -47 -45%
TPWA
212
Twin Peaks Wealth Advisors
California
$625 +$760 +55 New
VFM
213
Vision Financial Markets
Connecticut
$455 – – –
GCP
214
Gill Capital Partners
Colorado
$454 +$553 +40 New
Smartleaf Asset Management
215
Smartleaf Asset Management
Massachusetts
$376 -$1.51K -109 -76%
GWM
216
Gilpin Wealth Management
Colorado
$341 +$373 +27 +900%
Larson Financial Group
217
Larson Financial Group
Missouri
$341 +$415 +30 New
Farmers & Merchants Investments Inc
218
Farmers & Merchants Investments Inc
Nebraska
$284 – – –
SIC
219
SJS Investment Consulting
Ohio
$250 +$304 +22 New
GSWM
220
Golden State Wealth Management
California
$204 – – –
NSIM
221
North Star Investment Management
Illinois
$182 – – –
Blue Trust Inc
222
Blue Trust Inc
Georgia
$170 -$401 -29 -66%
Whittier Trust
223
Whittier Trust
California
$115 – – –
AW
224
Ankerstar Wealth
Texas
$114 -$55 -4 -29%
HFS
225
Hughes Financial Services
Virginia
$23 +$28 +2 New