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Name Holding Trade Value Shares
Change
Change in
Stake
Chilton Capital Management
401
Chilton Capital Management
Texas
$18.4K – – –
SL
402
Salomon & Ludwin
Virginia
$17.6K +$13.8K +21 +2,100%
Fifth Third Bancorp
403
Fifth Third Bancorp
Ohio
$17K – – –
SBI Securities
404
SBI Securities
Japan
$16.2K +$5.93K +9 +69%
Atlantic Union Bankshares
405
Atlantic Union Bankshares
Virginia
$14.8K +$13.2K +20 New
MAI Capital Management
406
MAI Capital Management
Ohio
$14K -$44.8K -68 -78%
TFM
407
TFC Financial Management
Massachusetts
$14K – – –
CPG
408
Cornerstone Planning Group
New Jersey
$11.5K – – –
DWM
409
Darwin Wealth Management
Florida
$11.1K – – –
Capital Analysts LLC
410
Capital Analysts LLC
Pennsylvania
$11K – – –
CFS
411
Compass Financial Services
Iowa
$10.3K – – –
W
412
WealthCollab
Washington
$10.3K – – –
PFBT
413
Parkside Financial Bank & Trust
Missouri
$9.59K – – –
Zurich Cantonal Bank
414
Zurich Cantonal Bank
Switzerland
$9.59K -$3.96K -6 -32%
CIA
415
Cape Investment Advisory
Georgia
$8.85K – – –
PWA
416
Physician Wealth Advisors
Utah
$7.38K -$1.32K -2 -17%
MWA
417
Medallion Wealth Advisors
Connecticut
$7.38K – – –
WTA
418
Washington Trust Advisors
Massachusetts
$6.69K – – –
WB
419
Webster Bank
Connecticut
$6.64K – – –
QC
420
Quent Capital
New York
$6.64K +$5.93K +9 New
GW&K Investment Management
421
GW&K Investment Management
Massachusetts
$6K – – –
RWS
422
Retirement Wealth Solutions
Wisconsin
$5.9K – – –
TWD
423
True Wealth Design
Ohio
$5.9K +$3.3K +5 +167%
RS
424
Rakuten Securities
Japan
$5.9K -$80.4K -122 -94%
Brown Brothers Harriman & Co
425
Brown Brothers Harriman & Co
New York
$5.9K -$659 -1 -11%