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Name Holding Trade Value Shares
Change
Change in
Stake
Smartleaf Asset Management
226
Smartleaf Asset Management
Massachusetts
$4.85K -$2.01K -25 -28%
SouthState Corp
227
SouthState Corp
Florida
$4.55K +$4.82K +60 New
CT
228
Clearstead Trust
Maine
$4.17K +$4.42K +55 New
Natixis
229
Natixis
France
$3.34K -$4.98K -62 -58%
Principal Securities
230
Principal Securities
Iowa
$3.14K – – –
JWA
231
JFS Wealth Advisors
Pennsylvania
$2.43K +$2.49K +31 +3,100%
First Horizon Advisors
232
First Horizon Advisors
Tennessee
$2.43K -$5.71K -71 -69%
CWM
233
Compass Wealth Management
Connecticut
$2.2K – – –
HWM
234
Hemington Wealth Management
Virginia
$2K +$2.25K +28 +400%
Mitsubishi UFJ Asset Management
235
Mitsubishi UFJ Asset Management
Japan
$1.9K – – –
Farther Finance Advisors
236
Farther Finance Advisors
California
$1.58K +$80 +1 +5%
RS
237
Rakuten Securities
Japan
$1.52K – – –
Larson Financial Group
238
Larson Financial Group
Missouri
$1.21K +$1.13K +14 +700%
OP
239
ORG Partners
Indiana
$1.14K – – –
Farmers & Merchants Investments Inc
240
Farmers & Merchants Investments Inc
Nebraska
$1.06K +$482 +6 +75%
PWA
241
Physician Wealth Advisors
Utah
$987 +$1.04K +13 New
AssetMark Inc
242
AssetMark Inc
California
$911 -$402 -5 -29%
Bartlett & Co Wealth Management
243
Bartlett & Co Wealth Management
Ohio
$759 -$1.21K -15 -60%
S
244
Sachetta
Massachusetts
$608 -$1.61K -20 -71%
BIA
245
Bell Investment Advisors
California
$608 -$482 -6 -43%
Harbour Investments
246
Harbour Investments
Wisconsin
$607 – – –
DPW
247
DiNuzzo Private Wealth
Pennsylvania
$532 +$482 +6 +600%
SIC
248
SJS Investment Consulting
Ohio
$456 +$482 +6 New
TFM
249
TFC Financial Management
Massachusetts
$380 – – –
PWMG
250
Prestige Wealth Management Group
New Jersey
$380 +$402 +5 New