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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
201
Sound Income Strategies
Florida
$21.8K
T
202
Tidemark
California
$17.7K
TRCT
203
Tower Research Capital (TRC)
New York
$17.6K -$120K -1,468 -87%
BTI
204
Blue Trust Inc
Georgia
$8.97K +$7.33K +90 +500%
FFA
205
Farther Finance Advisors
California
$8.03K +$7.25K +89 +989%
NA
206
NewEdge Advisors
Louisiana
$7.53K
FFA
207
Frazier Financial Advisors
Ohio
$7.52K -$3.34K -41 -31%
AAP
208
Arax Advisory Partners
Colorado
$6.77K -$1.06K -13 -14%
KFI
209
Key Financial Inc
Pennsylvania
$5.35K
MHR
210
Matthew Hamilton Rosenberg
$5.16K
NSIM
211
North Star Investment Management
Illinois
$5.01K
BIA
212
Bell Investment Advisors
California
$4.76K +$1.71K +21 +58%
JWM
213
Janiczek Wealth Management
Colorado
$4.09K +$1.3K +16 +48%
HFS
214
Hantz Financial Services
Michigan
$4K -$579K -7,102 -99%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$4K -$2.85K -35 -45%
RhumbLine Advisers
216
RhumbLine Advisers
Massachusetts
$3.34K +$244 +3 +8%
CPG
217
Cornerstone Planning Group
New Jersey
$3.32K +$489 +6 +18%
JWA
218
JFS Wealth Advisors
Pennsylvania
$3.09K
FHA
219
First Horizon Advisors
Tennessee
$1.59K
HI
220
Harbour Investments
Wisconsin
$1.34K -$10.2K -125 -89%
IA
221
IFP Advisors
Florida
$752 +$733 +9 New
AF
222
Allworth Financial
California
$513
TWD
223
True Wealth Design
Ohio
$502 +$81 +1 +20%
SIM
224
Studio Investment Management
Illinois
$84 +$81 +1 New
Sumitomo Mitsui Trust Group
225
Sumitomo Mitsui Trust Group
Japan
-$19.4M -233,833 Closed