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Name Holding Trade Value Shares
Change
Change in
Stake
KG
351
Kilter Group
New York
$7.77K +$1.07K +26 +16%
AssetMark Inc
352
AssetMark Inc
California
$7.08K
MPWT
353
MassMutual Private Wealth & Trust
Connecticut
$6.63K
BIA
354
Bell Investment Advisors
California
$6.59K -$617 -15 -9%
CIAM
355
Caitong International Asset Management
Hong Kong
$5.73K +$5.76K +140 New
WSFS
356
Wilmington Savings Fund Society
Delaware
$5.24K
HI
357
Harbour Investments
Wisconsin
$5.23K +$82 +2 +2%
ST
358
Smithfield Trust
Pennsylvania
$5K
CMBA
359
C.M. Bidwell & Associates
Hawaii
$4.71K
TWD
360
True Wealth Design
Ohio
$4.58K +$2.22K +54 +93%
KFAS
361
Keating Financial Advisory Services
Kansas
$4.54K +$41 +1 +0.9%
HFS
362
Hughes Financial Services
Virginia
$4.21K +$41 +1 +1%
CFS
363
CGC Financial Services
Oregon
$4.09K
TC
364
Trust Company
Kansas
$4.09K
KCM
365
Key Capital Management
Tennessee
$3.97K -$17.5K -425 -81%
CFO
366
CVA Family Office
Colorado
$3.68K +$617 +15 +20%
SGFG
367
Silver Grove Financial Group
New York
$3.68K +$3.71K +90 New
Mitsubishi UFJ Asset Management
368
Mitsubishi UFJ Asset Management
Japan
$3.6K
BBHC
369
Brown Brothers Harriman & Co
New York
$3.56K
CA
370
Clearstead Advisors
Ohio
$3.31K +$3.33K +81 New
ADL
371
Asset Dedication LLC
California
$2.7K
JWA
372
JFS Wealth Advisors
Pennsylvania
$2.7K +$1.85K +45 +214%
KFI
373
Key Financial Inc
Pennsylvania
$2.54K
QL
374
Quarry LP
New York
$2.5K +$2.51K +61 New
FFO
375
Fortitude Family Office
Arizona
$2.37K