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BJs Wholesale Club

Name Holding Trade Value Shares
Change
Change in
Stake
CT
526
Clearstead Trust
Maine
$4.56K – – –
BOJHT
527
Bank of Jackson Hole Trust
Wyoming
$4.56K +$4.61K +51 New
MCM
528
MV Capital Management
Maryland
$4.47K – – –
WT
529
Washington Trust
Rhode Island
$4.38K +$4.43K +49 New
AF
530
Advisornet Financial
Minnesota
$3.22K +$362 +4 +13%
BFPW
531
BOK Financial Private Wealth
Colorado
$3.13K – – –
HFS
532
HBC Financial Services
Washington
$3K – – –
CA
533
Continuum Advisory
Idaho
$2.86K +$1.36K +15 +88%
1IA
534
1620 Investment Advisors
Massachusetts
$2.68K +$2.71K +30 New
SS
535
SBI Securities
Japan
$2.59K +$2.62K +29 New
PWA
536
Provenance Wealth Advisors
Florida
$2.5K – – –
TCM
537
TD Capital Management
Tennessee
$2.41K +$2.44K +27 New
MFT
538
Moisand Fitzgerald Tamayo
Florida
$2.23K – – –
HHGA
539
Halbert Hargrove Global Advisors
California
$2.06K +$2.08K +23 New
FNWA
540
Financial Network Wealth Advisors
Utah
$1.88K – – –
DPW
541
DiNuzzo Private Wealth
Pennsylvania
$1.79K – – –
LIS
542
Legacy Investment Solutions
Idaho
$1.78K – – –
LWMI
543
Legacy Wealth Management (Idaho)
Idaho
$1.78K – – –
BGAI
544
Bruce G. Allen Investments
Colorado
$1.61K – – –
CAS
545
Coppell Advisory Solutions
Texas
$1.52K +$904 +10 +143%
GEA
546
Glen Eagle Advisors
New Jersey
$983 – – –
BC
547
Bayforest Capital
United Kingdom
$983 +$994 +11 New
SO
548
Sierra Ocean
California
$894 +$904 +10 New
W
549
WealthCollab
Washington
$894 +$904 +10 New
BF
550
BOK Financial
Oklahoma
$869 +$814 +9 New