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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
1376
Caitong International Asset Management
Hong Kong
$174K +$164K +1,562 New
RA
1377
Rise Advisors
New York
$174K +$1.36K +13 +0.8%
CTA
1378
Colonial Trust Advisors
South Carolina
$173K -$4.62K -44 -3%
TWM
1379
Tripletail Wealth Management
Florida
$170K +$158K +1,500 New
WOSD
1380
WFA of San Diego
California
$168K – – –
BDL
1381
Bey-Douglas LLC
Georgia
$163K +$154K +1,462 New
OC
1382
Oakmont Corp
California
$163K – – –
OL
1383
OneFund LLC
Florida
$159K +$5.04K +48 +3%
ZBNA
1384
Zions Bancorporation, National Association
Utah
$155K +$97.8K +931 +202%
TCOT
1385
Trust Company of Toledo
Ohio
$151K -$10.5K -100 -7%
EP
1386
Essential Partners
California
$151K +$142K +1,349 +22,483%
BC
1387
Barrett & Company
Rhode Island
$150K – – –
RIL
1388
Rothschild Investment LLC
Illinois
$149K +$50K +476 +56%
AGWCA
1389
Annis Gardner Whiting Capital Advisors
Florida
$146K -$9.24K -88 -6%
VWA
1390
VSM Wealth Advisory
Maryland
$142K – – –
CAL
1391
Capital Analysts LLC
Pennsylvania
$142K +$630 +6 +0.5%
DCM
1392
Davis Capital Management
Florida
$141K +$133K +1,265 New
FWA
1393
Flagship Wealth Advisors
Massachusetts
$134K – – –
CFG
1394
CKW Financial Group
Hawaii
$134K – – –
ADL
1395
Asset Dedication LLC
California
$131K – – –
SIM
1396
Sentry Investment Management
Wisconsin
$130K -$41.3K -393 -25%
SMFG
1397
Sumitomo Mitsui Financial Group
Japan
$128K +$121K +1,152 New
PA
1398
Pineridge Advisors
Missouri
$128K -$4.1K -39 -3%
OIAM
1399
OFI Invest Asset Management
France
$123K +$38.7K +368 +40%
FDP
1400
Financiere des Professionnels
Quebec, Canada
$123K – – –