Name Holding Trade Value Shares
Change
Change in
Stake
FAM
201
Fred Alger Management
New York
$47.2K – – –
C
202
Covestor
United Kingdom
$47K +$5.03K +144 +11%
YC
203
Yarbrough Capital
Tennessee
$42.9K +$45.5K +1,304 New
JFG
204
Jefferies Financial Group
New York
$39.5K +$41.9K +1,200 New
AIG
205
American International Group
New York
$35K -$419 -12 -1%
PA
206
Parallel Advisors
California
$28.1K +$17K +486 +132%
CCM
207
Cribstone Capital Management
Maine
$25.6K -$31.4K -900 -54%
ASN
208
Advisory Services Network
Georgia
$22.8K +$24.2K +693 New
LC
209
Lindbrook Capital
California
$22.1K +$23.1K +663 +8,288%
HIA
210
Harbor Investment Advisory
Maryland
$18.6K -$140 -4 -0.7%
QCG
211
Quadrant Capital Group
Ohio
$17.7K +$9.67K +277 +106%
EI
212
Ellevest Inc
New York
$16.3K +$13K +373 +306%
SPIA
213
Steward Partners Investment Advisory
New York
$16K +$872 +25 +5%
BAM
214
Belpointe Asset Management
Nevada
$15.8K +$16.8K +481 New
AF
215
Allworth Financial
California
$15.1K +$15.3K +439 +2,311%
RTC
216
Riverview Trust Company
Washington
$13K +$14K +400 New
CA
217
Crewe Advisors
Utah
$12.7K -$977 -28 -7%
CA
218
Clearstead Advisors
Ohio
$12.2K – – –
CFO
219
CVA Family Office
Colorado
$12.2K +$8.2K +235 +174%
UB
220
UMB Bank
Missouri
$12K -$425K -12,191 -97%
Rockefeller Capital Management
221
Rockefeller Capital Management
New York
$12K -$3.84K -110 -22%
BWM
222
Baystate Wealth Management
Massachusetts
$12K – – –
LFG
223
Larson Financial Group
Missouri
$9.87K +$10.5K +300 New
USCWA
224
U.S. Capital Wealth Advisors
Texas
$9.87K +$10.5K +300 New
TWA
225
TCI Wealth Advisors
Arizona
$8.16K +$7.47K +214 +629%