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Name Holding Trade Value Shares
Change
Change in
Stake
LF
51
Lee Financial
Texas
$339K
MA
52
Mutual Advisors
Nebraska
$318K -$34.9K -1,302 -6%
XF
53
XML Financial
Maryland
$313K +$29.8K +1,112 +6%
QPWM
54
Quadrant Private Wealth Management
Pennsylvania
$292K -$82.1K -3,060 -14%
TYCC
55
Texas Yale Capital Corp
Florida
$266K
CS
56
Credit Suisse
Switzerland
$262K +$108K +4,022 +32%
BRWA
57
B. Riley Wealth Advisors
Florida
$241K -$16.1K -601 -4%
CT
58
Coastline Trust
Rhode Island
$240K +$10.9K +405 +3%
KACA
59
Kayne Anderson Capital Advisors
California
$233K
Truist Financial
60
Truist Financial
North Carolina
$232K -$117K -4,365 -23%
PA
61
PSI Advisors
Florida
$228K
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$228K +$42.6K +1,589 +12%
Walleye Capital
63
Walleye Capital
New York
$226K +$389K +14,500 New
AIA
64
Arrow Investment Advisors
Maryland
$216K +$1.61K +60 +0.4%
Stifel Financial
65
Stifel Financial
Missouri
$214K +$29.9K +1,115 +9%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$210K +$56.3K +2,098 +19%
Creative Planning
67
Creative Planning
Kansas
$207K +$134 +5 +0%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$203K +$107K +4,000 +44%
CFB
69
Cullen/Frost Bankers
Texas
$188K
QCIG
70
Quad-Cities Investment Group
Iowa
$188K +$17.2K +641 +6%
IAA
71
Independent Advisor Alliance
North Carolina
$183K +$3.35K +125 +1%
JP Morgan Chase
72
JP Morgan Chase
New York
$182K -$1.31K -49 -0.4%
KPW
73
Kore Private Wealth
New York
$175K -$4.74M -176,552 -94%
HVIA
74
Hudson Valley Investment Advisors
New York
$172K
BWP
75
Baldwin Wealth Partners
Massachusetts
$164K