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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Geneos Wealth Management
Colorado
$2.2K -$309 -70 -11%
NSIM
227
North Star Investment Management
Illinois
$2.12K -$672 -152 -21%
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$2.08K -$734 -166 -23%
EWA
229
EverSource Wealth Advisors
Alabama
$1.98K -$7.22K -1,633 -76%
IA
230
IFP Advisors
Florida
$1.78K +$2.1K +474 New
BTI
231
Blue Trust Inc
Georgia
$1.75K +$2.06K +466 New
UB
232
UMB Bank
Missouri
$1.72K -$13.9K -3,142 -87%
WANY
233
Wealthspire Advisors (New York)
New York
$1.55K +$1.82K +412 New
CG
234
Curat Global
New Hampshire
$1.5K
SPIA
235
Steward Partners Investment Advisory
New York
$1.45K -$429 -97 -20%
Northwestern Mutual Wealth Management
236
Northwestern Mutual Wealth Management
Wisconsin
$1.14K +$1.3K +295 +4,214%
ETS
237
ESL Trust Services
New York
$1.13K
PS
238
PayPay Securities
Japan
$1.01K +$902 +204 +314%
Bessemer Group
239
Bessemer Group
New Jersey
$1K -$10.5K -2,382 -86%
HFS
240
Hantz Financial Services
Michigan
$1K -$1.5K -340 -67%
CAL
241
Capital Advisors Ltd
Ohio
$1K -$1.38K -312 -47%
CMP
242
Coston McIsaac & Partners
Maine
$1K +$13 +3 +0.7%
PWMG
243
Private Wealth Management Group
New Jersey
$993 -$2K -452 -63%
JFGIW
244
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$956 +$1.1K +250 New
CAM
245
Costello Asset Management
Pennsylvania
$940
SL
246
Salomon & Ludwin
Virginia
$908 +$1.07K +242 New
BFS
247
Bare Financial Services
Pennsylvania
$835 +$588 +133 +149%
WBC
248
West Branch Capital
Massachusetts
$805
PWA
249
Physician Wealth Advisors
Utah
$768
ASN
250
Advisory Services Network
Georgia
$696 +$818 +185 New