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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
501
Private Trust Company
Ohio
$90.3K +$2.6K +42 +3%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$89.8K -$2.91K -47 -3%
IA
503
IFP Advisors
Florida
$88.4K +$49.7K +802 +162%
PA
504
Parallel Advisors
California
$82.3K -$29.3K -473 -28%
BTI
505
Blue Trust Inc
Georgia
$81.8K -$2.85K -46 -4%
SPIA
506
Steward Partners Investment Advisory
New York
$78.3K +$11.1K +179 +18%
Group One Trading
507
Group One Trading
Illinois
$68.5K -$402K -6,489 -87%
CA
508
Clearstead Advisors
Ohio
$65.3K +$44.5K +719 +302%
HNB
509
Huntington National Bank
Ohio
$54.1K -$16.3K -264 -25%
AT
510
Avalon Trust
New Mexico
$51.2K -$6.19K -100 -12%
OL
511
OneFund LLC
Florida
$50K +$45.3K +732 New
MSE
512
MUFG Securities EMEA
United Kingdom
$43.9K +$39.8K +643 New
SIM
513
Sentry Investment Management
Wisconsin
$43K
EWP
514
Elevation Wealth Partners
California
$41K
CH
515
Cromwell Holdings
Wyoming
$39.5K +$35K +565 +4,036%
AF
516
Allworth Financial
California
$38.2K +$22.1K +357 +176%
CIBC Private Wealth Group
517
CIBC Private Wealth Group
Georgia
$36.3K -$122K -1,965 -79%
SWP
518
Strategic Wealth Partners
Ohio
$34K +$30.9K +499 New
CT
519
Clearstead Trust
Maine
$30.8K -$2.48K -40 -8%
SN
520
Sittner & Nelson
Oregon
$28K
1M
521
1248 Management
Missouri
$27.2K -$11K -178 -31%
TWD
522
True Wealth Design
Ohio
$27.1K +$11.2K +181 +84%
CA
523
Crewe Advisors
Utah
$25.4K
BBHC
524
Brown Brothers Harriman & Co
New York
$25.2K +$20.7K +334 +954%
HNW
525
High Note Wealth
Minnesota
$23.2K +$1.24K +20 +6%