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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
Copia Wealth Management
Oregon
$69.1K – – –
GSWM
852
Golden State Wealth Management
California
$68.6K +$58.5K +650 +650%
KC
853
Knuff & Co
California
$68.6K +$67.5K +750 New
JSAM
854
J. Safra Asset Management
New York
$67.7K +$66.6K +740 New
CAL
855
Capital Advisors Ltd
Ohio
$67K -$20.3K -225 -23%
RCM
856
Ravenstone Capital Management
$65.2K -$5.67K -63 -8%
SC
857
Skylands Capital
Wisconsin
$64K – – –
GI
858
GAMMA Investing
California
$61.8K +$10.1K +112 +20%
SAM
859
Smartleaf Asset Management
Massachusetts
$56.6K +$1.62K +18 +3%
NRG
860
Nemes Rush Group
Michigan
$55.9K +$991 +11 +2%
LSV Asset Management
861
LSV Asset Management
Illinois
$55K – – –
SFFS
862
Stonehage Fleming Financial Services
Jersey
$52.2K – – –
TPCW
863
TD Private Client Wealth
New York
$51.4K -$49.3K -547 -49%
SIS
864
Sound Income Strategies
Florida
$50.7K -$54.2K -602 -58%
NSIM
865
North Star Investment Management
Illinois
$49.9K +$4.41K +49 +10%
SOW
866
State of Wyoming
Wyoming
$49.3K -$235K -2,609 -83%
JWA
867
JFS Wealth Advisors
Pennsylvania
$46.8K -$1.89K -21 -4%
HC
868
Hurley Capital
New York
$45.7K – – –
ITIM
869
Indiana Trust & Investment Management
Indiana
$45.7K – – –
PWMG
870
Prestige Wealth Management Group
New Jersey
$45.7K – – –
FHC
871
First Horizon Corporation
Tennessee
$45.7K +$39.3K +436 +681%
AT
872
Avalon Trust
New Mexico
$45.7K +$45K +500 New
BSB
873
Bangor Savings Bank
Maine
$45.5K +$5.58K +62 +14%
GWM
874
Greenline Wealth Management
Florida
$41.2K +$40.5K +450 New
HPC
875
HM Payson & Co
Maine
$38.6K -$11.3K -125 -23%