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Name Holding Trade Value Shares
Change
Change in
Stake
SS
301
SBI Securities
Japan
$6.78K -$5.13K -49 -46%
JSAM
302
J. Safra Asset Management
New York
$5.26K -$22.4K -214 -83%
CIAM
303
Caitong International Asset Management
Hong Kong
$5.26K -$10.5K -100 -69%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$5.14K
FMII
305
Farmers & Merchants Investments Inc
Nebraska
$4.09K -$209 -2 -5%
MWPCG
306
Measured Wealth Private Client Group
New Hampshire
$4.09K +$3.66K +35 New
HWM
307
Hemington Wealth Management
Virginia
$4K +$628 +6 +17%
S
308
SignatureFD
Georgia
$3.86K
BBHC
309
Brown Brothers Harriman & Co
New York
$3.39K
WANY
310
Wealthspire Advisors (New York)
New York
$3.39K +$3.03K +29 New
EP
311
Essential Partners
California
$3.27K +$2.93K +28 New
QC
312
Quent Capital
New York
$3.27K +$2.93K +28 New
AF
313
Allworth Financial
California
$3.16K +$837 +8 +42%
BFS
314
Bare Financial Services
Pennsylvania
$3.04K +$1.25K +12 +86%
JWA
315
JFS Wealth Advisors
Pennsylvania
$2.69K
CTC
316
Central Trust Company
Missouri
$2.57K -$2.72K -26 -54%
NSIM
317
North Star Investment Management
Illinois
$2.45K -$5.54K -53 -72%
HNW
318
High Note Wealth
Minnesota
$2.1K -$209 -2 -10%
BGAI
319
Bruce G. Allen Investments
Colorado
$1.52K +$209 +2 +18%
FFO
320
Fortitude Family Office
Arizona
$1.17K
KG
321
Kilter Group
New York
$1.05K
PWA
322
Physician Wealth Advisors
Utah
$935
RWS
323
Retirement Wealth Solutions
Wisconsin
$819 -$1.67K -16 -70%
DPW
324
DiNuzzo Private Wealth
Pennsylvania
$673
BMC
325
Bear Mountain Capital
Washington
$574 +$523 +5 New