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Name Holding Trade Value Shares
Change
Change in
Stake
Smithfield Trust
226
Smithfield Trust
Pennsylvania
$15K – – –
AEPWM
227
Atlantic Edge Private Wealth Management
Florida
$14.6K – – –
CBT
228
Crews Bank & Trust
Florida
$14.6K – – –
Cassaday & Co Wealth Management
229
Cassaday & Co Wealth Management
Virginia
$14.6K +$11.4K +100 New
Harel Insurance Investments & Financial Services
230
Harel Insurance Investments & Financial Services
Israel
$14K – – –
Penserra Capital Management
231
Penserra Capital Management
California
$14K +$342 +3 +3%
Larson Financial Group
232
Larson Financial Group
Missouri
$10.5K +$5.47K +48 +200%
Jones Financial Companies
233
Jones Financial Companies
Missouri
$9.95K – – –
Itau Unibanco Holding S.A.
234
Itau Unibanco Holding S.A.
Brazil
$9.04K – – –
PIS
235
POM Investment Strategies
North Carolina
$8.75K – – –
SBI Securities
236
SBI Securities
Japan
$8.61K -$114 -1 -2%
MAI Capital Management
237
MAI Capital Management
Ohio
$7.87K +$4.22K +37 +218%
CT
238
Clearstead Trust
Maine
$7.73K – – –
SGK
239
Steigerwald Gordon & Koch
Virginia
$7.29K – – –
RFP
240
Root Financial Partners
California
$5.98K -$3.42K -30 -42%
HHCP
241
Hilton Head Capital Partners
South Carolina
$5.54K – – –
IWS
242
Intentional Wealth Strategies
Colorado
$5.25K +$4.11K +36 New
RF
243
Rossby Financial
Florida
$5.1K – – –
C
244
Covestor
United Kingdom
$5K -$3.42K -30 -47%
AssetMark Inc
245
AssetMark Inc
California
$3.65K – – –
IFP Advisors
246
IFP Advisors
Florida
$3.65K – – –
Mitsubishi UFJ Asset Management
247
Mitsubishi UFJ Asset Management
Japan
$3.65K – – –
AW
248
Avion Wealth
Texas
$3K – – –
VERPA
249
Virginia Estate & Retirement Planning Advisors
Virginia
$2.98K +$2.51K +22 New
Nisa Investment Advisors
250
Nisa Investment Advisors
Missouri
$2.92K +$342 +3 +18%