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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
201
International Assets Investment Management
Florida
$14.2K +$12.3K +100 New
C
202
Covestor
United Kingdom
$14K
PA
203
Parallel Advisors
California
$13.8K +$6.38K +52 +116%
LSA
204
Leonteq Securities AG
Switzerland
$13.2K -$982 -8 -8%
Fifth Third Bancorp
205
Fifth Third Bancorp
Ohio
$11K +$4.67K +38 +97%
WTA
206
Washington Trust Advisors
Massachusetts
$9.67K
HCM
207
Hollencrest Capital Management
California
$9.53K
NA
208
NewEdge Advisors
Louisiana
$9.24K -$2.21K -18 -22%
TWA
209
TCI Wealth Advisors
Arizona
$8.25K
LC
210
Lindbrook Capital
California
$7.96K -$246 -2 -3%
MA
211
MCF Advisors
Kentucky
$7.25K -$2.46K -20 -28%
CIM
212
Contravisory Investment Management
Massachusetts
$7.11K +$6.14K +50 New
KFI
213
Key Financial Inc
Pennsylvania
$5.83K
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$3.84K
BAM
215
Bellevue Asset Management
Washington
$3.7K
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$3.41K
AF
217
Allworth Financial
California
$2.56K +$1.1K +9 +100%
BAM
218
Belpointe Asset Management
Nevada
$2.28K +$737 +6 +60%
HFM
219
Harvest Fund Management
China
$2K
RFG
220
RFP Financial Group
Georgia
$1.85K
BIA
221
Bell Investment Advisors
California
$1.71K
MCM
222
Manchester Capital Management
Vermont
$1.42K
BTI
223
Blue Trust Inc
Georgia
$1K -$2.95K -24 -59%
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$996
Creative Planning
225
Creative Planning
Kansas
$854 +$737 +6 New