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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
301
Caitong International Asset Management
Hong Kong
$32.7K +$26.7K +188 +817%
BWL
302
Bogart Wealth LLC
Virginia
$31K
KAS
303
Kemnay Advisory Services
New York
$30.5K +$6.83K +48 +32%
C
304
Covestor
United Kingdom
$29K -$46.8K -329 -63%
UB
305
UMB Bank
Missouri
$28.5K +$1.28K +9 +5%
QL
306
Quarry LP
New York
$26.7K +$20.1K +141 +455%
SIC
307
Salem Investment Counselors
North Carolina
$25.6K
CA
308
Centerpoint Advisors
Massachusetts
$24K -$142 -1 -0.6%
WAG
309
Wilkerson Advisory Group
Missouri
$19.7K
BFS
310
Bare Financial Services
Pennsylvania
$19.4K +$7.25K +51 +69%
CIA
311
Cape Investment Advisory
Georgia
$17.1K +$15.6K +110 New
CPG
312
Cornerstone Planning Group
New Jersey
$15.7K -$142 -1 -1%
CTC
313
Central Trust Company
Missouri
$15.5K
MAM
314
Meeder Asset Management
Ohio
$15.2K
GRP
315
Global Retirement Partners
California
$11.8K +$10.8K +76 New
RIL
316
Rothschild Investment LLC
Illinois
$11.6K
Mitsubishi UFJ Asset Management
317
Mitsubishi UFJ Asset Management
Japan
$11.2K
AWM
318
Abound Wealth Management
Tennessee
$8.22K
IAS
319
IMA Advisory Services
Colorado
$7.75K +$2.42K +17 +52%
TCM
320
Triumph Capital Management
Colorado
$7.75K
KFAS
321
Keating Financial Advisory Services
Kansas
$7.44K
GKIM
322
GW&K Investment Management
Massachusetts
$7K +$6.12K +43 New
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$6.51K +$5.97K +42 New
JSAM
324
J. Safra Asset Management
New York
$5.74K
PMAM
325
Picton Mahoney Asset Management
Ontario, Canada
$5.74K +$3.13K +22 +147%