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Name Holding Trade Value Shares
Change
Change in
Stake
SSG
401
Summit Securities Group
New York
$148K +$42 +1 +0%
HDIM
402
Hanson & Doremus Investment Management
Vermont
$146K +$149K +3,559 New
IA
403
IFP Advisors
Florida
$140K -$26.9K -643 -17%
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$139K -$4.57K -109 -3%
HWA
405
HHM Wealth Advisors
Tennessee
$138K
QCG
406
Quadrant Capital Group
Ohio
$137K +$3.52K +84 +3%
JWM
407
Janiczek Wealth Management
Colorado
$135K +$419 +10 +0.3%
PA
408
Parallel Advisors
California
$125K -$1.59K -38 -1%
SN
409
Sittner & Nelson
Oregon
$124K +$293 +7 +0.2%
CMBA
410
C.M. Bidwell & Associates
Hawaii
$123K +$126K +3,009 New
Rockefeller Capital Management
411
Rockefeller Capital Management
New York
$123K +$64K +1,528 +103%
BTI
412
Blue Trust Inc
Georgia
$114K +$60.2K +1,436 +96%
WBC
413
West Branch Capital
Massachusetts
$111K
PG
414
Proffitt & Goodson
Tennessee
$106K
CFB
415
Cullen/Frost Bankers
Texas
$86.7K
BFEC
416
Benjamin F. Edwards & Company
Missouri
$80K
TWA
417
TCI Wealth Advisors
Arizona
$78.1K
NECFA
418
New England Capital Financial Advisors
Connecticut
$76.7K +$79.8K +1,904 New
SC
419
SouthState Corp
Florida
$75K -$4.61K -110 -6%
CC
420
Centiva Capital
New York
$74.6K -$964K -23,006 -93%
FCMT
421
Founders Capital Management (Texas)
Texas
$74K +$419 +10 +0.6%
GWM
422
Geneos Wealth Management
Colorado
$73.9K -$88.7K -2,117 -54%
PTC
423
Private Trust Company
Ohio
$68K -$168 -4 -0.2%
C
424
Covestor
United Kingdom
$66K -$79.7K -1,903 -54%
LC
425
Lindbrook Capital
California
$64.8K +$6.62K +158 +11%