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Name Holding Trade Value Shares
Change
Change in
Stake
HNW
176
High Note Wealth
Minnesota
$2.16K -$110 -3 -5%
Allworth Financial
177
Allworth Financial
California
$2K – – –
Arax Advisory Partners
178
Arax Advisory Partners
Colorado
$1.92K +$1.72K +47 New
Wealthspire Advisors (New York)
179
Wealthspire Advisors (New York)
New York
$1.75K +$1.57K +43 New
RIL
180
Rothschild Investment LLC
Illinois
$1.63K – – –
Principal Securities
181
Principal Securities
Iowa
$1.47K +$916 +25 +227%
C
182
Covestor
United Kingdom
$1K +$366 +10 +500%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$817 – – –
TWD
184
True Wealth Design
Ohio
$735 – – –
CIAM
185
Caitong International Asset Management
Hong Kong
$612 +$549 +15 New
Farmers & Merchants Investments Inc
186
Farmers & Merchants Investments Inc
Nebraska
$531 – – –
AWM
187
Abound Wealth Management
Tennessee
$245 – – –
EP
188
Essential Partners
California
$204 +$183 +5 New
SBI Securities
189
SBI Securities
Japan
$163 +$73 +2 +100%
CMA
190
Cedar Mountain Advisors
Oregon
$163 +$147 +4 New
EverSource Wealth Advisors
191
EverSource Wealth Advisors
Alabama
$82 -$7.91K -216 -99%
IFP Advisors
192
IFP Advisors
Florida
$82 +$73 +2 New
Lazard Asset Management
193
Lazard Asset Management
New York
– -$1.4M -45,560 Closed
Segall Bryant & Hamill
194
Segall Bryant & Hamill
Illinois
– -$1.25M -40,715 Closed
SIM
195
SummerHaven Investment Management
Connecticut
– -$916K -29,815 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
– -$841K -27,377 Closed
Magnetar Financial
197
Magnetar Financial
Illinois
– -$754K -24,555 Closed
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
– -$358K -11,667 Closed
PTC
199
Petrus Trust Company
Texas
– -$282K -9,178 Closed
Brooklyn Investment Group
200
Brooklyn Investment Group
New York
– -$14.3K -465 Closed