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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
201
Mayflower Financial Advisors
Massachusetts
$89.2K +$87.1K +10,571 New
AWM
202
Angeles Wealth Management
California
$87.1K +$82.8K +10,048 New
CWG
203
Cornerstone Wealth Group
North Carolina
$86.6K +$84.5K +10,260 New
AI
204
Atria Investments
North Carolina
$85.9K -$19.9K -2,412 -19%
SCM
205
Shelton Capital Management
Colorado
$84.4K
CAM
206
Carret Asset Management
New York
$84.4K +$82.4K +10,000 New
CH
207
Cromwell Holdings
Wyoming
$84.1K
Deutsche Bank
208
Deutsche Bank
Germany
$78.6K
FFA
209
Farther Finance Advisors
California
$66.7K -$10.2K -1,234 -14%
EB
210
Eastern Bank
Massachusetts
$55K +$53.7K +6,517 New
RIL
211
Rothschild Investment LLC
Illinois
$49.6K +$791 +96 +2%
PWPS
212
Pinnacle Wealth Planning Services
Ohio
$48.7K +$709 +86 +2%
IBOK
213
Independence Bank of Kentucky
Kentucky
$45.6K -$13.2K -1,600 -23%
Bessemer Group
214
Bessemer Group
New Jersey
$44K
BCWM
215
Bartlett & Co Wealth Management
Ohio
$43.4K
LFG
216
Larson Financial Group
Missouri
$35.7K +$24.2K +2,934 +226%
BBHC
217
Brown Brothers Harriman & Co
New York
$32.7K -$2.89K -351 -8%
GRP
218
Global Retirement Partners
California
$30.6K +$29.9K +3,625 New
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$28.2K
Citigroup
220
Citigroup
New York
$27.6K +$8.45K +1,026 +46%
HI
221
Harbour Investments
Wisconsin
$26.9K -$816 -99 -3%
AFC
222
Ares Financial Consulting
California
$25.6K
CIAM
223
Caitong International Asset Management
Hong Kong
$25.5K +$6.18K +750 +33%
TWD
224
True Wealth Design
Ohio
$23.3K +$3.32K +403 +17%
CSPIA
225
Cary Street Partners Investment Advisory
Virginia
$22.4K +$5.6K +680 +34%