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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Copia Wealth Management
Oregon
$16.4K +$18.5K +312 +624%
HFS
402
Hantz Financial Services
Michigan
$16K -$4.15K -70 -16%
MPWT
403
MassMutual Private Wealth & Trust
Connecticut
$15.3K +$16.2K +274 +428%
OIA
404
Optimum Investment Advisors
Illinois
$14.9K – – –
C
405
Covestor
United Kingdom
$14K +$119 +2 +0.6%
UB
406
UMB Bank
Missouri
$13.8K +$6.22K +105 +53%
HI
407
Harbour Investments
Wisconsin
$13.7K -$8.41K -142 -32%
TPCW
408
TD Private Client Wealth
New York
$12.8K +$16.8K +284 New
TCM
409
Tradewinds Capital Management
Washington
$12K – – –
HIW
410
Holos Integrated Wealth
Pennsylvania
$11.7K – – –
PWMG
411
Private Wealth Management Group
New Jersey
$11.4K – – –
SSG
412
Summit Securities Group
New York
$10.6K +$13.9K +234 New
ACM
413
Accent Capital Management
Ohio
$9.04K -$5.92K -100 -33%
TC
414
Tacita Capital
Ontario, Canada
$9.04K – – –
CWM
415
Compass Wealth Management
Connecticut
$9.04K +$11.8K +200 New
Fuller & Thaler Asset Management
416
Fuller & Thaler Asset Management
California
$7.91K – – –
JFG
417
JDM Financial Group
Texas
$7.55K – – –
MAM
418
Meeder Asset Management
Ohio
$7.5K +$5.69K +96 +137%
HPC
419
HM Payson & Co
Maine
$7.23K – – –
S
420
Sachetta
Massachusetts
$7.09K – – –
Bessemer Group
421
Bessemer Group
New Jersey
$7K +$9.72K +164 New
GWM
422
Geneos Wealth Management
Colorado
$6.82K -$22.2K -374 -71%
SC
423
SouthState Corp
Florida
$6.64K +$8.71K +147 New
MCM
424
Manchester Capital Management
Vermont
$6.1K – – –
KWM
425
Kiker Wealth Management
Georgia
$5.88K +$7.7K +130 New