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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
576
Smartleaf Asset Management
Massachusetts
$80.9K +$30.4K +738 +62%
MPWT
577
MassMutual Private Wealth & Trust
Connecticut
$73.5K +$35.4K +857 +95%
LI
578
LRI Investments
Florida
$68.9K +$8.29K +201 +14%
FHA
579
Flagship Harbor Advisors
Massachusetts
$64.2K +$63.5K +1,540 New
HNB
580
Huntington National Bank
Ohio
$63.2K +$25.5K +618 +69%
SNB
581
Security National Bank
Nebraska
$63.2K – – –
SPIA
582
Steward Partners Investment Advisory
New York
$58.4K -$23.5K -570 -29%
CA
583
CoreCap Advisors
Michigan
$56.6K +$19.7K +478 +54%
FAMI
584
Fideuram Asset Management (Ireland)
$55.2K +$45.5K +1,102 New
IA
585
IFP Advisors
Florida
$54.4K +$6.06K +147 +13%
KCM
586
Key Capital Management
Tennessee
$51.7K +$51.2K +1,240 New
TC
587
Truvestments Capital
Florida
$49.9K – – –
CT
588
Caldwell Trust
Florida
$48.8K – – –
TIM
589
Thompson Investment Management
Wisconsin
$46.4K -$96.9K -2,350 -68%
EP
590
Essential Partners
California
$43.4K +$16.2K +392 +60%
SIM
591
Sentry Investment Management
Wisconsin
$41K – – –
CSP
592
Cary Street Partners
Virginia
$40.3K +$825 +20 +2%
DJSG
593
D.J. St. Germain
Massachusetts
$37.5K – – –
OL
594
OneFund LLC
Florida
$37.4K +$3.71K +90 +11%
1IA
595
1620 Investment Advisors
Massachusetts
$34.9K +$495 +12 +1%
NEWAS
596
N.E.W. Advisory Services
Wisconsin
$33.9K +$3.09K +75 +10%
CSPIA
597
Cary Street Partners Investment Advisory
Virginia
$33.5K -$27K -655 -45%
LFG
598
Larson Financial Group
Missouri
$33.2K +$10.4K +251 +46%
CMP
599
Coston McIsaac & Partners
Maine
$32K -$4.5K -109 -12%
BCWM
600
Bartlett & Co Wealth Management
Ohio
$30.2K -$2.48K -60 -8%