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TechTarget

Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
151
Dark Forest Capital Management
Puerto Rico
$12K +$13.8K +331 New
CFGS
152
Concourse Financial Group Securities
Alabama
$7.87K -$18.6K -445 -67%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$7.8K +$2.05K +49 +29%
PFBT
154
Parkside Financial Bank & Trust
Missouri
$6.72K +$5.1K +122 +191%
LC
155
Lindbrook Capital
California
$5.78K -$2.97K -71 -31%
Bessemer Group
156
Bessemer Group
New Jersey
$5K
FMP
157
Financial Management Professionals
Texas
$5K
KFP
158
KB Financial Partners
New Jersey
$4K
KFS
159
Kelly Financial Services
Massachusetts
$3.65K
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$3K -$6.23K -149 -61%
BAM
161
Belpointe Asset Management
Nevada
$2.64K -$6.57K -157 -68%
MA
162
MCF Advisors
Kentucky
$2.6K -$1.88K -45 -38%
S
163
SignatureFD
Georgia
$2.24K +$376 +9 +17%
JIR
164
James Investment Research
Ohio
$2K
BTI
165
Blue Trust Inc
Georgia
$2K +$1.76K +42 New
PA
166
Parallel Advisors
California
$1.88K -$3.22K -77 -60%
FFA
167
Farther Finance Advisors
California
$1.63K -$209 -5 -10%
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$1.3K +$1.25K +30 +500%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$1K -$43K -1,029 -98%
STCOSD
170
Sageworth Trust Company of South Dakota
South Dakota
$831 -$1.51K -36 -61%
AF
171
Allworth Financial
California
$795 +$920 +22 New
NA
172
NewEdge Advisors
Louisiana
$722 -$3.43K -82 -80%
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$722
GRP
174
Global Retirement Partners
California
$633 +$795 +19 New
BAAM
175
Baker Avenue Asset Management
California
$506 +$586 +14 New