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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
HIA
656
Harbor Investment Advisory
Maryland
$115K +$98.5K +581 New
JFGIW
657
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K
CMA
658
Cedar Mountain Advisors
Oregon
$105K
AIM
659
ARK Investment Management
Florida
$96K -$32.5K -192 -28%
NFSG
660
Newbridge Financial Services Group
Florida
$92.6K +$71.9K +424 +922%
WA
661
WPG Advisers
Maryland
$92K
RS
662
Rakuten Securities
Japan
$90.7K -$50K -295 -39%
PWMG
663
Prestige Wealth Management Group
New Jersey
$82.8K
MPWT
664
MassMutual Private Wealth & Trust
Connecticut
$78.4K -$339 -2 -0.5%
MAM
665
Meeder Asset Management
Ohio
$76.7K -$401K -2,365 -86%
LSA
666
Leonteq Securities AG
Switzerland
$74.3K +$63.7K +376 +37,600%
Mitsubishi UFJ Asset Management
667
Mitsubishi UFJ Asset Management
Japan
$72.7K
HPC
668
HM Payson & Co
Maine
$72.3K +$62.2K +367 New
CFB
669
Cullen/Frost Bankers
Texas
$68.4K -$34.9K -206 -37%
TWD
670
True Wealth Design
Ohio
$65.4K +$11.9K +70 +27%
TCM
671
Triumph Capital Management
Colorado
$62.5K +$9.83K +58 +22%
Nomura Asset Management
672
Nomura Asset Management
Japan
$61.7K -$13.1K -77 -20%
GSWM
673
Golden State Wealth Management
California
$60.7K +$2.71K +16 +5%
PWA
674
Physician Wealth Advisors
Utah
$56K +$1.02K +6 +2%
POIA
675
Pin Oak Investment Advisors
Texas
$53K +$45.4K +268 New