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Name Holding Trade Value Shares
Change
Change in
Stake
EI
651
EFG International
$142K +$71.2K +420 +140%
HIP
652
HUB Investment Partners
Texas
$137K +$36.1K +213 +44%
KFAS
653
Keating Financial Advisory Services
Kansas
$137K +$32.2K +190 +38%
S
654
SignatureFD
Georgia
$124K +$17.5K +103 +20%
SAM
655
Smartleaf Asset Management
Massachusetts
$124K – – –
PFBT
656
Parkside Financial Bank & Trust
Missouri
$120K +$22.9K +135 +28%
SNBOSCI
657
Security National Bank of Sioux City Iowa
Iowa
$118K +$102K +600 New
HIA
658
Harbor Investment Advisory
Maryland
$115K +$98.5K +581 New
JFGIW
659
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K – – –
CMA
660
Cedar Mountain Advisors
Oregon
$105K – – –
AIM
661
ARK Investment Management
Florida
$96K -$32.5K -192 -28%
NFSG
662
Newbridge Financial Services Group
Florida
$92.6K +$71.9K +424 +922%
WA
663
WPG Advisers
Maryland
$92K – – –
RS
664
Rakuten Securities
Japan
$90.7K -$50K -295 -39%
PWMG
665
Prestige Wealth Management Group
New Jersey
$82.8K – – –
MPWT
666
MassMutual Private Wealth & Trust
Connecticut
$78.4K -$339 -2 -0.5%
MAM
667
Meeder Asset Management
Ohio
$76.7K -$401K -2,365 -86%
LSA
668
Leonteq Securities AG
Switzerland
$74.3K +$63.7K +376 +37,600%
Mitsubishi UFJ Asset Management
669
Mitsubishi UFJ Asset Management
Japan
$72.7K – – –
HPC
670
HM Payson & Co
Maine
$72.3K +$62.2K +367 New
CFB
671
Cullen/Frost Bankers
Texas
$68.4K -$34.9K -206 -37%
TWD
672
True Wealth Design
Ohio
$65.4K +$11.9K +70 +27%
TCM
673
Triumph Capital Management
Colorado
$62.5K +$9.83K +58 +22%
Nomura Asset Management
674
Nomura Asset Management
Japan
$61.7K -$13.1K -77 -20%
GSWM
675
Golden State Wealth Management
California
$60.7K +$2.71K +16 +5%