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Name Holding Trade Value Shares
Change
Change in
Stake
Leonteq Securities AG
601
Leonteq Securities AG
Switzerland
$29.2K +$13.8K +297 +96%
RFP
602
Root Financial Partners
California
$29K -$14K -301 -33%
PWA
603
Physician Wealth Advisors
Utah
$28.4K +$17.7K +379 +180%
Ancora Advisors
604
Ancora Advisors
Ohio
$27.8K +$7.27K +156 +37%
AF
605
Advisornet Financial
Minnesota
$27.5K – – –
ECM
606
Estabrook Capital Management
New York
$27.1K – – –
VR
607
Vision Retirement
New Jersey
$26.8K – – –
FFA
608
Frazier Financial Advisors
Ohio
$26.5K -$1.26K -27 -5%
IBOK
609
Independence Bank of Kentucky
Kentucky
$24.9K -$3.54K -76 -13%
PP
610
Pingora Partners
Wyoming
$24.8K – – –
TC
611
Trust Company
Kansas
$24.4K -$18K -385 -43%
PWA
612
Provenance Wealth Advisors
Florida
$24.3K – – –
WPA
613
Wealth Preservation Advisors
Tennessee
$24.1K -$4.66K -100 -17%
MO
614
McMillan Office
Michigan
$24.1K – – –
Atlantic Union Bankshares
615
Atlantic Union Bankshares
Virginia
$23.8K – – –
Bartlett & Co Wealth Management
616
Bartlett & Co Wealth Management
Ohio
$23.5K – – –
WG
617
Wellington Group
Indiana
$23.4K -$68K -1,458 -75%
PUI
618
Purpose Unlimited Inc
$22.6K -$12.5K -268 -36%
SGK
619
Steigerwald Gordon & Koch
Virginia
$22.4K – – –
HIC
620
Hamrick Investment Counsel
Washington
$21.7K – – –
RF
621
Robinswood Financial
Washington
$20.8K – – –
DF
622
Dunhill Financial
United Kingdom
$20.1K – – –
Edmond de Rothschild Holding
623
Edmond de Rothschild Holding
Switzerland
$19.3K – – –
BIAS
624
Beacon Investment Advisory Services
New Jersey
$19.3K +$18.6K +400 New
APW
625
Aventura Private Wealth
Florida
$19K – – –