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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
151
Spectrum Management Group
Indiana
$6K +$119 +3 +2%
UB
152
UMB Bank
Missouri
$6K +$5.39K +136 New
SIS
153
Sound Income Strategies
Florida
$4K – – –
PWMG
154
Prestige Wealth Management Group
New Jersey
$4K +$79 +2 +2%
IAG
155
Investmark Advisory Group
Connecticut
$4K +$3.97K +100 New
Group One Trading
156
Group One Trading
Illinois
$3K +$2.94K +74 New
GEA
157
Glen Eagle Advisors
New Jersey
$2.04K – – –
RM
158
Rudius Management
New York
$1K – – –
Fidelity Investments
159
Fidelity Investments
Massachusetts
– -$8.97M -226,308 -100%
State of New Jersey Common Pension Fund D
160
State of New Jersey Common Pension Fund D
New Jersey
– -$4.04M -108,300 Closed
Neuberger Berman Group
161
Neuberger Berman Group
New York
– -$746K -20,000 Closed
MP
162
McDonald Partners
Ohio
– -$560K -15,000 Closed
SW
163
SVB Wealth
Massachusetts
– -$524K -14,046 Closed
PWM
164
Perigon Wealth Management
California
– -$366K -9,801 Closed
Northern Trust
165
Northern Trust
Illinois
– -$304K -8,145 Closed
KPWS
166
Kestra Private Wealth Services
Texas
– -$304K -8,135 Closed
AP
167
Americana Partners
Texas
– -$231K -6,201 Closed
AWA
168
Arkadios Wealth Advisors
Georgia
– -$129K -3,459 Closed
CMF
169
Counterpoint Mutual Funds
California
– -$21K -554 Closed
SCA
170
Stonebridge Capital Advisors
Minnesota
– -$11K -300 Closed
CG
171
Cutler Group
California
– -$9K -266 Closed
CFA
172
Cahill Financial Advisors
Minnesota
– -$9K -250 Closed
GRP
173
Global Retirement Partners
California
– -$3K -85 Closed
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
– +$40 +1 New