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SUNS

Sunrise Realty Trust

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$3K +$3.05K +379 New
C
52
Covestor
United Kingdom
$2K +$1.18K +146 +292%
AF
53
Allworth Financial
California
$1.14K +$917 +114 +380%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$1.12K -$16.7K -2,081 -94%
EP
55
Essential Partners
California
$1.07K +$652 +81 +150%
LFG
56
Larson Financial Group
Missouri
$980 +$998 +124 New
Optiver Holding
57
Optiver Holding
Netherlands
$806
EWA
58
EverSource Wealth Advisors
Alabama
$767 +$676 +84 +646%
IA
59
IFP Advisors
Florida
$743 +$740 +92 +4,600%
GI
60
GAMMA Investing
California
$656 -$925 -115 -58%
MWA
61
Medallion Wealth Advisors
Connecticut
$387
RIL
62
Rothschild Investment LLC
Illinois
$316 +$266 +33 +471%
FFA
63
Farther Finance Advisors
California
$292 +$290 +36 +3,600%
FFO
64
Fortitude Family Office
Arizona
$158 +$161 +20 New
TWD
65
True Wealth Design
Ohio
$151 +$153 +19 New
CIAM
66
Caitong International Asset Management
Hong Kong
$87 +$64 +8 +267%
CA
67
Crewe Advisors
Utah
$56 +$56 +7 New
SIC
68
SJS Investment Consulting
Ohio
$56 +$56 +7 New
CA
69
Clearstead Advisors
Ohio
$16 +$16 +2 New
JWM
70
JPL Wealth Management
Colorado
$8 +$8 +1 New
Wells Fargo
71
Wells Fargo
California
$7 -$30.9K -3,839 -100%
WA
72
Wasatch Advisors
Utah
-$2.8M -365,219 Closed
Vanguard Portfolio Management
73
Vanguard Portfolio Management
Pennsylvania
-$450K -58,621 Closed
Bank of New York Mellon
74
Bank of New York Mellon
New York
-$228K -29,722 Closed
Charles Schwab
75
Charles Schwab
California
-$197K -25,744 Closed