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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$9K -$58 -2 -0.5%
CIAM
202
Caitong International Asset Management
Hong Kong
$8.4K +$9.82K +339 New
SWM
203
Spire Wealth Management
Virginia
$8.18K
T. Rowe Price Investment Management
204
T. Rowe Price Investment Management
Maryland
$8K +$8.78K +303 New
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$7.81K -$492 -17 -5%
BWL
206
Bogart Wealth LLC
Virginia
$7.46K
PNC Financial Services Group
207
PNC Financial Services Group
Pennsylvania
$6.42K -$235K -8,106 -97%
Mirae Asset Global Investments
208
Mirae Asset Global Investments
South Korea
$5.38K -$406 -14 -6%
EWA
209
EverSource Wealth Advisors
Alabama
$5.21K -$1.3K -45 -18%
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$5K +$1.85K +64 +50%
HC
211
Hurley Capital
New York
$4.51K
Jones Financial Companies
212
Jones Financial Companies
Missouri
$3.94K +$1.77K +61 +63%
SCM
213
Sterling Capital Management
North Carolina
$3.92K -$882K -30,454 -99%
MG
214
Mather Group
Illinois
$3.62K +$4.23K +146 New
QL
215
Quarry LP
New York
$3.52K -$14.1K -486 -77%
SC
216
Stephens Consulting
Michigan
$3.3K +$3.85K +133 New
CI Investments Inc
217
CI Investments Inc
Ontario, Canada
$3K -$29 -1 -0.9%
AF
218
Allworth Financial
California
$2.75K +$1.91K +66 +147%
FFA
219
Farther Finance Advisors
California
$1.61K -$58 -2 -3%
GI
220
GAMMA Investing
California
$1.44K -$4.81K -166 -74%
PWMG
221
Private Wealth Management Group
New Jersey
$1.17K -$87 -3 -6%
HNB
222
Huntington National Bank
Ohio
$1.17K
RFP
223
Root Financial Partners
California
$1.07K +$1.25K +43 New
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$1.02K -$7.36K -254 -86%
S
225
SignatureFD
Georgia
$967 +$29 +1 +3%