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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
376
Geneos Wealth Management
Colorado
$13K +$15.9K +799 New
IAIM
377
International Assets Investment Management
Florida
$12K +$1.79K +90 +18%
SPIA
378
Steward Partners Investment Advisory
New York
$11.5K -$1.25K -63 -9%
Rockefeller Capital Management
379
Rockefeller Capital Management
New York
$11K -$127K -6,369 -90%
AWA
380
Arkadios Wealth Advisors
Georgia
$11K +$179 +9 +1%
IFAM
381
Institutional & Family Asset Management
Colorado
$10K +$1.27K +64 +13%
GRP
382
Global Retirement Partners
California
$9K – – –
SL
383
Savior LLC
Massachusetts
$8K – – –
PNC Financial Services Group
384
PNC Financial Services Group
Pennsylvania
$7K -$26.8K -1,346 -78%
Jones Financial Companies
385
Jones Financial Companies
Missouri
$7K +$1.65K +83 +28%
WP
386
WealthShield Partners
North Carolina
$7K +$7.55K +380 New
Northwestern Mutual Wealth Management
387
Northwestern Mutual Wealth Management
Wisconsin
$7K +$8.13K +409 New
VanEck Associates
388
VanEck Associates
New York
$6K +$7.14K +359 New
LC
389
Lindbrook Capital
California
$5K -$5.64K -284 -49%
TPCW
390
TD Private Client Wealth
New York
$4.72K -$580K -29,162 -99%
ACM
391
Allred Capital Management
Texas
$4.24K +$4.77K +240 New
CFGS
392
Concourse Financial Group Securities
Alabama
$4K -$3.1K -156 -42%
ADIM
393
Alpha DNA Investment Management
Maryland
$4K +$1.25K +63 +38%
VFA
394
Valeo Financial Advisors
Indiana
$4K +$4.71K +237 New
Carson Wealth (CWM LLC)
395
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
EFSCE
396
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
WAP
397
Wealthcare Advisory Partners
Pennsylvania
$3K +$3.42K +172 New
BCA
398
Berman Capital Advisors
Georgia
$2K -$1.37K -69 -30%
GWS
399
Glassman Wealth Services
Virginia
$2K – – –
TAIM
400
TD Ameritrade Investment Management
Nebraska
$2K – – –