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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
651
MAI Capital Management
Ohio
$127K -$27.8K -153 -16%
GWM
652
Geneos Wealth Management
Colorado
$123K +$6.91K +38 +5%
PWMG
653
Prestige Wealth Management Group
New Jersey
$122K – – –
BTI
654
Blue Trust Inc
Georgia
$119K +$5.09K +28 +4%
NA
655
NewEdge Advisors
Louisiana
$115K -$5.82K -32 -4%
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K +$107K +588 +507%
HB
657
Horizon Bancorp
Indiana
$110K -$2.54K -14 -2%
RIL
658
Rothschild Investment LLC
Illinois
$105K +$3.45K +19 +3%
PCM
659
Penserra Capital Management
California
$103K -$56.3K -310 -32%
ZBNA
660
Zions Bancorporation, National Association
Utah
$102K +$116K +636 New
EI
661
eCIO Inc
Wisconsin
$93.4K +$106K +583 New
LFG
662
Larson Financial Group
Missouri
$90.5K +$103K +565 New
LSA
663
Leonteq Securities AG
Switzerland
$88.9K +$46.3K +255 +85%
Simplex Trading
664
Simplex Trading
Illinois
$86K +$97.6K +537 New
MPWT
665
MassMutual Private Wealth & Trust
Connecticut
$85.6K +$15.6K +86 +19%
BIG
666
Brooklyn Investment Group
New York
$84.6K +$24.3K +134 +34%
EB
667
Eastern Bank
Massachusetts
$83.7K -$18K -99 -16%
PGAM
668
Princeton Global Asset Management
New Jersey
$82.4K -$37.3K -205 -29%
SWM
669
Spire Wealth Management
Virginia
$80.5K -$1.64K -9 -2%
TF
670
Tompkins Financial
New York
$80.1K – – –
MSWM
671
Mowery & Schoenfeld Wealth Management
Illinois
$80K -$4K -22 -4%
CIAM
672
Caitong International Asset Management
Hong Kong
$79.2K +$89.8K +494 New
JWA
673
JFS Wealth Advisors
Pennsylvania
$76.3K -$1.45K -8 -2%
PA
674
Parallel Advisors
California
$75.7K -$25.3K -139 -23%
WT
675
Whittier Trust
California
$72.1K – – –