Name Holding Trade Value Shares
Change
Change in
Stake
RA
251
Rise Advisors
New York
$599 -$460 -104 -40%
CT
252
Clearstead Trust
Maine
$508 – – –
CA
253
Clearstead Advisors
Ohio
$470 – – –
SIC
254
SJS Investment Consulting
Ohio
$437 +$4 +1 +0.9%
HNB
255
Huntington National Bank
Ohio
$380 -$1.3K -294 -74%
RWM
256
Raffa Wealth Management
District of Columbia
$338 +$398 +90 New
PS
257
Principal Securities
Iowa
$327 -$133 -30 -26%
MEG
258
Millstone Evans Group
Colorado
$327 – – –
RIL
259
Rothschild Investment LLC
Illinois
$308 -$243 -55 -40%
BGAI
260
Bruce G. Allen Investments
Colorado
$293 -$619 -140 -64%
CIBC Private Wealth Group
261
CIBC Private Wealth Group
Georgia
$282 +$331 +75 New
WB
262
Webster Bank
Connecticut
$278 – – –
GRP
263
Global Retirement Partners
California
$233 – – –
HI
264
Harbour Investments
Wisconsin
$204 – – –
CTB
265
Country Trust Bank
Illinois
$188 – – –
KB
266
Kimelman & Baird
New York
$188 – – –
DPW
267
DiNuzzo Private Wealth
Pennsylvania
$148 – – –
LI
268
LRI Investments
Florida
$124 – – –
SFI
269
Siemens Fonds Invest
Germany
$102 – – –
FRA
270
Front Row Advisors
California
$95 – – –
FGA
271
Fortis Group Advisors
New Jersey
$94 – – –
EP
272
Essential Partners
California
$56 +$66 +15 New
NA
273
NewEdge Advisors
Louisiana
$33 -$150 -34 -79%
AssetMark Inc
274
AssetMark Inc
California
$8 – – –
NS
275
NBC Securities
Alabama
$7 +$9 +2 New