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Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
276
Trivant Custom Portfolio Group
California
$1.2K – – –
MSWM
277
Mowery & Schoenfeld Wealth Management
Illinois
$1.2K +$1.43K +20 New
Central Trust Company
278
Central Trust Company
Missouri
$1.14K – – –
CAL
279
Capital Advisors Ltd
Ohio
$1K +$857 +12 New
RIL
280
Rothschild Investment LLC
Illinois
$900 -$2.86K -40 -73%
Spire Wealth Management
281
Spire Wealth Management
Virginia
$818 -$286 -4 -22%
Smartleaf Asset Management
282
Smartleaf Asset Management
Massachusetts
$727 -$857 -12 -50%
SC
283
Stephens Consulting
Michigan
$600 +$714 +10 New
Bogart Wealth LLC
284
Bogart Wealth LLC
Virginia
$540 -$714 -10 -53%
PWA
285
Provenance Wealth Advisors
Florida
$540 – – –
RWM
286
Rialto Wealth Management
New York
$480 +$571 +8 New
RA
287
Rise Advisors
New York
$480 +$571 +8 New
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$420 -$429 -6 -46%
MassMutual Private Wealth & Trust
289
MassMutual Private Wealth & Trust
Connecticut
$420 +$357 +5 +250%
GFPC
290
Global Financial Private Client
Florida
$240 +$143 +2 +100%
Huntington National Bank
291
Huntington National Bank
Ohio
$240 +$286 +4 New
VWA
292
Valued Wealth Advisors
Utah
$121 – – –
DPW
293
DiNuzzo Private Wealth
Pennsylvania
$60 -$214 -3 -75%
PWM
294
Parkworth Wealth Management
California
$60 – – –
HWP
295
Highline Wealth Partners
California
$60 +$71 +1 New
RCM
296
Raleigh Capital Management
North Carolina
$1 – – –
HCC
297
Hill City Capital
Massachusetts
– -$38.5M -460,908 Closed
E. Ohman J:or Asset Management
298
E. Ohman J:or Asset Management
Sweden
– -$26.6M -318,388 Closed
Boston Trust Walden
299
Boston Trust Walden
Massachusetts
– -$22.8M -272,939 Closed
T. Rowe Price Investment Management
300
T. Rowe Price Investment Management
Maryland
– -$21.4M -256,058 Closed