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Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
1076
Harel Insurance Investments & Financial Services
Israel
$137K – – –
LSA
1077
Leonteq Securities AG
Switzerland
$131K +$9.97K +3 +8%
SHIM
1078
Stone House Investment Management
Pennsylvania
$128K +$133K +40 New
TPCW
1079
TD Private Client Wealth
New York
$121K +$46.5K +14 +58%
TFA
1080
Transamerica Financial Advisors
Florida
$121K +$39.9K +12 +46%
SR
1081
Swiss Re
Switzerland
$118K +$123K +37 New
C
1082
Covestor
United Kingdom
$118K – – –
AEPWM
1083
Atlantic Edge Private Wealth Management
Florida
$115K -$6.64K -2 -5%
EB
1084
Eastern Bank
Massachusetts
$115K – – –
PWA
1085
Physician Wealth Advisors
Utah
$114K -$53.2K -16 -31%
CA
1086
Centerpoint Advisors
Massachusetts
$112K -$9.97K -3 -8%
KFAS
1087
Keating Financial Advisory Services
Kansas
$112K -$9.97K -3 -8%
OCWP
1088
Owl Creek Wealth Partners
Colorado
$109K +$9.97K +3 +10%
BP
1089
BNP Paribas
France
$106K +$99.7K +30 New
GIA
1090
GHP Investment Advisors
Colorado
$102K – – –
LFG
1091
Larson Financial Group
Missouri
$99.1K -$89.7K -27 -47%
BTI
1092
Blue Trust Inc
Georgia
$95.9K – – –
PTC
1093
Private Trust Company
Ohio
$95.9K -$6.64K -2 -6%
GWM
1094
Geneos Wealth Management
Colorado
$95.9K – – –
APW
1095
Aventura Private Wealth
Florida
$95.9K +$6.64K +2 +7%
WTC
1096
WhitTier Trust Company
Nevada
$92.2K – – –
RF
1097
Roxbury Financial
New Jersey
$89.5K – – –
WIM
1098
Westside Investment Management
California
$89.5K – – –
PWA
1099
Provenance Wealth Advisors
Florida
$86.3K +$3.32K +1 +4%
WPA
1100
West Paces Advisors
Georgia
$86.3K +$89.7K +27 New