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Name Holding Trade Value Shares
Change
Change in
Stake
TWD
351
True Wealth Design
Ohio
$69.5K +$12.9K +232 +20%
CA
352
Clearstead Advisors
Ohio
$65.7K -$6.39K -115 -8%
HHGA
353
Halbert Hargrove Global Advisors
California
$62.5K +$69.8K +1,256 New
GRP
354
Global Retirement Partners
California
$60.4K +$3.45K +62 +5%
C
355
Covestor
United Kingdom
$60K -$5K -90 -7%
EP
356
Essential Partners
California
$54.8K +$16.2K +291 +36%
MEG
357
Millstone Evans Group
Colorado
$50.9K
PCFFS
358
Pacific Center for Financial Services
California
$49.8K
RC
359
Rexford Capital
Texas
$49.8K
KBC Group
360
KBC Group
Belgium
$48K
CTB
361
Country Trust Bank
Illinois
$44.8K +$50K +900 New
PE
362
Point72 Europe
United Kingdom
$44K +$49.1K +883 New
SAM
363
Smartleaf Asset Management
Massachusetts
$42.3K +$14.1K +253 +43%
CI Investments Inc
364
CI Investments Inc
Ontario, Canada
$42K +$12.7K +228 +37%
CAL
365
Capital Analysts LLC
Pennsylvania
$40K -$1.17K -21 -3%
MPWT
366
MassMutual Private Wealth & Trust
Connecticut
$39.9K -$2.22K -40 -5%
BBHC
367
Brown Brothers Harriman & Co
New York
$37.1K
IA
368
IFP Advisors
Florida
$35.1K +$10.5K +188 +36%
LSA
369
Leonteq Securities AG
Switzerland
$34.8K +$10.8K +195 +39%
SS
370
SBI Securities
Japan
$34.7K -$33.9K -610 -47%
A
371
AlphaQuest
New York
$34.1K +$38.1K +685 New
W
372
WealthCollab
Washington
$32.2K
FDCP
373
Foster Dykema Cabot & Partners
Massachusetts
$28.4K +$31.7K +570 New
SPIA
374
Steward Partners Investment Advisory
New York
$26.8K -$1.06K -19 -3%
GC
375
Gould Capital
Washington
$22.4K -$1.11K -20 -4%