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Name Holding Trade Value Shares
Change
Change in
Stake
CH
651
Cromwell Holdings
Wyoming
$60.3K +$18.2K +146 +40%
BGAI
652
Bruce G. Allen Investments
Colorado
$56.4K -$3.73K -30 -6%
PAP
653
Persistent Asset Partners
Hong Kong
$54.5K -$854K -6,863 -94%
SSA
654
Schonfeld Strategic Advisors
New York
$53.8K -$4.09M -32,824 -99%
PWMA
655
Pension & Wealth Management Advisors
Massachusetts
$53.2K
DMBA
656
Deseret Mutual Benefit Administrators
Utah
$53.1K -$10.3K -83 -16%
SFAM
657
Sawyer Falduto Asset Management
Illinois
$51.1K
CMA
658
Cedar Mountain Advisors
Oregon
$48.3K
UB
659
UMB Bank
Missouri
$47.8K +$5.73K +46 +13%
IFWM
660
Institute for Wealth Management
Colorado
$47.3K +$49.8K +400 New
OL
661
OneFund LLC
Florida
$46.8K
W
662
WealthCollab
Washington
$44.7K -$1.99K -16 -4%
EAM
663
Erste Asset Management
Austria
$41.7K +$44K +353 New
AUB
664
Atlantic Union Bankshares
Virginia
$40.9K
WTC
665
WhitTier Trust Company
Nevada
$38K -$3.11K -25 -7%
HPC
666
HM Payson & Co
Maine
$37.5K
PPC
667
Park Place Capital
Alabama
$33.7K
MPWT
668
MassMutual Private Wealth & Trust
Connecticut
$32.4K +$3.49K +28 +11%
SCM
669
Silvant Capital Management
Georgia
$31.9K +$33.6K +270 New
TPCW
670
TD Private Client Wealth
New York
$30.7K +$6.6K +53 +26%
1NWS
671
1 North Wealth Services
Maryland
$29.1K
PS
672
Pinney & Scofield
Massachusetts
$26.6K +$10.7K +86 +62%
ABWM
673
Alpine Bank Wealth Management
Colorado
$26.5K +$27.9K +224 New
CFO
674
CVA Family Office
Colorado
$24.9K +$7.22K +58 +38%
PWMG
675
Prestige Wealth Management Group
New Jersey
$24.8K