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Name Holding Trade Value Shares
Change
Change in
Stake
HBW
651
Hazlett, Burt & Watson
West Virginia
$71K – – –
BFPW
652
BOK Financial Private Wealth
Colorado
$69.3K +$623 +5 +0.9%
PTC
653
Private Trust Company
Ohio
$65.1K +$2.12K +17 +3%
CH
654
Cromwell Holdings
Wyoming
$60.3K +$18.2K +146 +40%
BGAI
655
Bruce G. Allen Investments
Colorado
$56.4K -$3.73K -30 -6%
PAP
656
Persistent Asset Partners
Hong Kong
$54.5K -$854K -6,863 -94%
SSA
657
Schonfeld Strategic Advisors
New York
$53.8K -$4.09M -32,824 -99%
PWMA
658
Pension & Wealth Management Advisors
Massachusetts
$53.2K – – –
DMBA
659
Deseret Mutual Benefit Administrators
Utah
$53.1K -$10.3K -83 -16%
SFAM
660
Sawyer Falduto Asset Management
Illinois
$51.1K – – –
CMA
661
Cedar Mountain Advisors
Oregon
$48.3K – – –
UB
662
UMB Bank
Missouri
$47.8K +$5.73K +46 +13%
IFWM
663
Institute for Wealth Management
Colorado
$47.3K +$49.8K +400 New
OL
664
OneFund LLC
Florida
$46.8K – – –
W
665
WealthCollab
Washington
$44.7K -$1.99K -16 -4%
EAM
666
Erste Asset Management
Austria
$41.7K +$44K +353 New
AUB
667
Atlantic Union Bankshares
Virginia
$40.9K – – –
WTC
668
WhitTier Trust Company
Nevada
$38K -$3.11K -25 -7%
HPC
669
HM Payson & Co
Maine
$37.5K – – –
PPC
670
Park Place Capital
Alabama
$33.7K – – –
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$32.4K +$3.49K +28 +11%
SCM
672
Silvant Capital Management
Georgia
$31.9K +$33.6K +270 New
TPCW
673
TD Private Client Wealth
New York
$30.7K +$6.6K +53 +26%
PFBT
674
Parkside Financial Bank & Trust
Missouri
$29.3K +$3.11K +25 +11%
1NWS
675
1 North Wealth Services
Maryland
$29.1K – – –