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Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Parallel Advisors
California
$8.21K -$23K -1,290 -71%
NECFA
102
New England Capital Financial Advisors
Connecticut
$7.05K
JP Morgan Chase
103
JP Morgan Chase
New York
$6.55K -$2.55K -143 -26%
HHCP
104
Hilton Head Capital Partners
South Carolina
$6.49K
MA
105
Montag & Associates
Georgia
$5.36K
PB
106
Pinnacle Bancorp
Nebraska
$5.28K
SWA
107
SOA Wealth Advisors
New York
$5.17K
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$4.17K -$5.47K -307 -53%
LI
109
LRI Investments
Florida
$3.76K
BFS
110
Bare Financial Services
Pennsylvania
$3.73K +$3.53K +198 +460%
BWA
111
Basecamp Wealth Advisors
Washington
$3.33K -$55.1K -3,095 -94%
CIA
112
Cape Investment Advisory
Georgia
$2.69K +$3.1K +174 New
GRP
113
Global Retirement Partners
California
$2.57K +$2.96K +166 New
BWAM
114
Boyd Watterson Asset Management
Ohio
$2.32K
PGAM
115
Princeton Global Asset Management
New Jersey
$2.15K
Bessemer Group
116
Bessemer Group
New Jersey
$2K
GWM
117
Geneos Wealth Management
Colorado
$1.92K
APFP
118
Action Point Financial Planning
Michigan
$1.38K +$1.6K +90 New
BIA
119
Bell Investment Advisors
California
$1.27K -$53 -3 -4%
GTAM
120
Global Trust Asset Management
Florida
$1.04K
RBC
121
Roble Belko & Company
Pennsylvania
$1K
KG
122
Kilter Group
New York
$930 +$1.07K +60 New
CFM
123
Cornerstone Financial Management
Massachusetts
$867
CIAM
124
Caitong International Asset Management
Hong Kong
$744 +$534 +30 +167%
IA
125
IFG Advisory
Georgia
$620 +$713 +40 New