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Amalgamated Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HI
151
Harbour Investments
Wisconsin
$5.03K
CIAM
152
Caitong International Asset Management
Hong Kong
$4.93K +$4.36K +150 +3,750%
LFG
153
Larson Financial Group
Missouri
$4.87K +$4.42K +152 New
BTI
154
Blue Trust Inc
Georgia
$4K +$3.64K +125 New
VWA
155
VSM Wealth Advisory
Maryland
$3.92K
Optiver Holding
156
Optiver Holding
Netherlands
$3.65K -$1.45K -50 -30%
TCOV
157
Trust Company of Vermont
Vermont
$3.01K
AF
158
Allworth Financial
California
$2.48K +$233 +8 +12%
EP
159
Essential Partners
California
$2.47K +$1.02K +35 +83%
RIL
160
Rothschild Investment LLC
Illinois
$2.4K +$727 +25 +50%
TWD
161
True Wealth Design
Ohio
$2.08K -$58 -2 -3%
MCM
162
MAI Capital Management
Ohio
$2.05K +$582 +20 +45%
UB
163
UMB Bank
Missouri
$1.92K
SAM
164
Smartleaf Asset Management
Massachusetts
$1.83K +$1.63K +56 New
PWA
165
Physician Wealth Advisors
Utah
$1.12K +$1.02K +35 New
EWA
166
EverSource Wealth Advisors
Alabama
$993 -$873 -30 -49%
AssetMark Inc
167
AssetMark Inc
California
$577
GRP
168
Global Retirement Partners
California
$320 +$291 +10 New
IA
169
IFP Advisors
Florida
$224 -$931 -32 -82%
SS
170
SBI Securities
Japan
$160
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$160 +$145 +5 New
TPBG
172
Turning Point Benefit Group
Maryland
$96
HNB
173
Huntington National Bank
Ohio
$13
Macquarie Group
174
Macquarie Group
Australia
-$23.7M -873,669 Closed
BTW
175
Boston Trust Walden
Massachusetts
-$14.6M -536,161 Closed