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Name Holding Trade Value Shares
Change
Change in
Stake
EPIME
476
Evelyn Partners Investment Management (Europe)
$76.1K +$76.3K +795 New
First Horizon Advisors
477
First Horizon Advisors
Tennessee
$72.9K -$4.99K -52 -6%
CH
478
Cromwell Holdings
Wyoming
$72.6K – – –
CFGS
479
Concourse Financial Group Securities
Alabama
$70.2K -$26.5K -276 -27%
GM
480
GeoWealth Management
Illinois
$69K +$5.66K +59 +9%
Carson Wealth (CWM LLC)
481
Carson Wealth (CWM LLC)
Nebraska
$68K -$5.18K -54 -7%
TD Private Client Wealth
482
TD Private Client Wealth
New York
$65.1K -$13.7K -143 -17%
Sterling Capital Management
483
Sterling Capital Management
North Carolina
$64.2K +$4.51K +47 +8%
UMB Bank
484
UMB Bank
Missouri
$63.5K – – –
TFA
485
Transamerica Financial Advisors
Florida
$60K -$4.6K -48 -7%
Farther Finance Advisors
486
Farther Finance Advisors
California
$58K -$14.1K -147 -20%
PTC
487
Private Trust Company
Ohio
$57.6K -$2.21K -23 -4%
CFO
488
CVA Family Office
Colorado
$57K – – –
WhitTier Trust Company
489
WhitTier Trust Company
Nevada
$38.9K – – –
FFO
490
Fortitude Family Office
Arizona
$38.2K +$38.3K +399 New
AF
491
Advisornet Financial
Minnesota
$35.9K – – –
TC
492
Truvestments Capital
Florida
$35.7K – – –
PAM
493
Pinpoint Asset Management
Hong Kong
$35.4K +$35.5K +370 New
TCOV
494
Trust Company of Vermont
Vermont
$34.9K – – –
PH
495
Pinnacle Holdings
Oklahoma
$34.7K – – –
CIBC Private Wealth Group
496
CIBC Private Wealth Group
Georgia
$33.9K -$8.25K -86 -20%
Geneos Wealth Management
497
Geneos Wealth Management
Colorado
$33.8K -$576 -6 -2%
KFI
498
Key Financial Inc
Pennsylvania
$32.7K – – –
Ossiam
499
Ossiam
France
$29.7K +$2.11K +22 +8%
TCPG
500
Trivant Custom Portfolio Group
California
$28.7K – – –