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Name Holding Trade Value Shares
Change
Change in
Stake
DZ Bank
726
DZ Bank
Germany
$184K
HB
727
Horizon Bancorp
Indiana
$177K +$3.55K +16 +2%
WBC
728
Westpac Banking Corp
Australia
$175K
CFO
729
CVA Family Office
Colorado
$174K +$1.55K +7 +0.9%
PWMG
730
Prestige Wealth Management Group
New Jersey
$173K
GWM
731
Geneos Wealth Management
Colorado
$165K +$1.33K +6 +0.8%
SWM
732
Spire Wealth Management
Virginia
$159K -$444 -2 -0.3%
SS
733
Sunbelt Securities
Texas
$157K -$169K -760 -52%
SAM
734
Smartleaf Asset Management
Massachusetts
$147K +$46.6K +210 +48%
CWM
735
Compass Wealth Management
Connecticut
$146K
RIL
736
Rothschild Investment LLC
Illinois
$145K -$4.88K -22 -3%
PCM
737
Penserra Capital Management
California
$144K +$1.55K +7 +1%
PA
738
Parallel Advisors
California
$143K +$21.1K +95 +18%
FFA
739
Farther Finance Advisors
California
$133K -$217K -976 -62%
SIM
740
Sentry Investment Management
Wisconsin
$132K
CA
741
Clearstead Advisors
Ohio
$130K +$28.9K +130 +29%
BWP
742
Baldwin Wealth Partners
Massachusetts
$126K +$75.5K +340 +156%
MWM
743
Mascoma Wealth Management
New Hampshire
$125K -$1.11K -5 -0.9%
WT
744
Whittier Trust
California
$125K +$222 +1 +0.2%
JWA
745
JFS Wealth Advisors
Pennsylvania
$123K +$666 +3 +0.6%
GM
746
GeoWealth Management
Illinois
$120K -$5.99K -27 -5%
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$117K -$32K -144 -22%
SOW
748
State of Wyoming
Wyoming
$117K -$26.2K -118 -19%
AA
749
Alta Advisers
United Kingdom
$113K
TF
750
Tompkins Financial
New York
$113K +$111K +500 New