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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
201
YorkBridge Wealth Partners
New York
$19K
GRP
202
Global Retirement Partners
California
$14K +$15.9K +308 New
GAM
203
Gemmer Asset Management
California
$12K
PHK
204
Point72 Hong Kong
Hong Kong
$12K +$13.4K +259 New
TFA
205
Transamerica Financial Advisors
Florida
$11K
PB
206
Pinnacle Bancorp
Nebraska
$11K +$12.4K +240 New
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$9K
TRCT
208
Tower Research Capital (TRC)
New York
$8K -$130K -2,526 -93%
Rockefeller Capital Management
209
Rockefeller Capital Management
New York
$8K
CTC
210
Central Trust Company
Missouri
$7K -$517 -10 -6%
IA
211
IFP Advisors
Florida
$6K -$52K -1,007 -89%
FMII
212
Farmers & Merchants Investments Inc
Nebraska
$6K
TWA
213
TCI Wealth Advisors
Arizona
$6K
PWMG
214
Prestige Wealth Management Group
New Jersey
$6K +$6.87K +133 New
QCG
215
Quadrant Capital Group
Ohio
$5K -$568 -11 -7%
MNBTD
216
Moody National Bank Trust Division
Texas
$5K +$5.27K +102 New
APA
217
American Portfolios Advisors
New York
$4.45K
CFGS
218
Concourse Financial Group Securities
Alabama
$4K -$671 -13 -12%
WAM
219
Wealthspire Advisors (Maryland)
Maryland
$3K -$3.1K -60 -45%
RFC
220
Regions Financial Corp
Alabama
$2K -$43.4K -841 -96%
JA
221
JOYN Advisors
Georgia
$2K +$465 +9 +24%
PFBT
222
Parkside Financial Bank & Trust
Missouri
$2K +$568 +11 +30%
PFO
223
Pathstone Family Office
New Jersey
$2K +$2.48K +48 New
RCAG
224
Rehmann Capital Advisory Group
Michigan
$1.82K -$981 -19 -32%
ASN
225
Advisory Services Network
Georgia
$1K