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Viking Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
BLC
201
Brown, Lisle/Cummings
Rhode Island
$22K – – –
EWA
202
EverSource Wealth Advisors
Alabama
$21.1K +$17.5K +413 +635%
CI Investments Inc
203
CI Investments Inc
Ontario, Canada
$20K +$13.7K +323 +245%
OIA
204
Optimum Investment Advisors
Illinois
$18.8K – – –
CA
205
Clearstead Advisors
Ohio
$16.5K – – –
JWA
206
JFS Wealth Advisors
Pennsylvania
$14.3K +$13.8K +325 New
GWM
207
Geneos Wealth Management
Colorado
$13.2K +$12.7K +300 New
PSFG
208
Park Square Financial Group
Georgia
$13.2K +$12.7K +300 New
SIC
209
SJS Investment Consulting
Ohio
$11K +$10.6K +250 New
BCWM
210
Bartlett & Co Wealth Management
Ohio
$8.81K – – –
KFI
211
Key Financial Inc
Pennsylvania
$8.81K – – –
MAS
212
MPWM Advisory Solutions
Georgia
$8.81K +$8.49K +200 New
MFT
213
Moisand Fitzgerald Tamayo
Florida
$8.02K – – –
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$8K +$849 +20 +13%
NECFA
215
New England Capital Financial Advisors
Connecticut
$7.49K – – –
BAM
216
Byrne Asset Management
New Jersey
$6.61K -$849 -20 -12%
HGERS
217
Householder Group Estate & Retirement Specialist
Arizona
$6K – – –
FWA
218
FSC Wealth Advisors
New York
$4.85K – – –
MA
219
MCF Advisors
Kentucky
$4.41K -$424 -10 -9%
APW
220
Acima Private Wealth
Virginia
$4.41K – – –
YAL
221
Your Advocates Ltd
Texas
$4.41K – – –
AWM
222
Accredited Wealth Management
Kentucky
$4.41K +$4.24K +100 New
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$4.3K +$3.4K +80 +400%
NB
224
NBT Bank
New York
$3.31K – – –
IA
225
IFP Advisors
Florida
$2.2K – – –