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Name Holding Trade Value Shares
Change
Change in
Stake
CA
301
Centerpoint Advisors
Massachusetts
$24K -$66 -2 -0.3%
HI
302
Harbour Investments
Wisconsin
$22.4K -$45K -1,359 -67%
IA
303
IFP Advisors
Florida
$21.4K +$20.6K +622 +3,110%
CPG
304
Cornerstone Planning Group
New Jersey
$20.8K +$22.1K +668 New
SL
305
Salomon & Ludwin
Virginia
$20.4K +$21.2K +641 New
QL
306
Quarry LP
New York
$19.7K +$19.6K +590 New
Rockefeller Capital Management
307
Rockefeller Capital Management
New York
$19.2K +$19.1K +576 New
RFS
308
Richardson Financial Services
Massachusetts
$19.1K +$8.78K +265 +86%
PTC
309
Private Trust Company
Ohio
$18.4K -$4.01K -121 -18%
ASN
310
Advisory Services Network
Georgia
$15.8K +$15.7K +473 New
US Bancorp
311
US Bancorp
Minnesota
$15.8K +$398 +12 +3%
AF
312
Allworth Financial
California
$15.6K +$2.82K +85 +22%
FHC
313
First Horizon Corporation
Tennessee
$15.6K +$15.4K +466 New
TIM
314
Tortoise Investment Management
New York
$13.4K +$33 +1 +0.3%
UB
315
UMB Bank
Missouri
$13K +$1.99K +60 +18%
RWS
316
Retirement Wealth Solutions
Wisconsin
$12.9K -$3.05K -92 -19%
EP
317
Essential Partners
California
$12.5K +$5.04K +152 +69%
CIAM
318
Caitong International Asset Management
Hong Kong
$8.28K +$8.22K +248 New
WA
319
WPG Advisers
Maryland
$7.28K
PWMG
320
Private Wealth Management Group
New Jersey
$6.78K
CA
321
Clearstead Advisors
Ohio
$6.78K +$497 +15 +8%
SCM
322
Sterling Capital Management
North Carolina
$6.78K +$33 +1 +0.5%
SWM
323
Spire Wealth Management
Virginia
$6.68K +$6.63K +200 New
MPWT
324
MassMutual Private Wealth & Trust
Connecticut
$6.21K +$796 +24 +15%
BBHC
325
Brown Brothers Harriman & Co
New York
$6.01K +$5.97K +180 New