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Name Holding Trade Value Shares
Change
Change in
Stake
MHR
426
Matthew Hamilton Rosenberg
$55K
OPS
427
Orion Portfolio Solutions
Nebraska
$55K +$35.5K +426 +204%
BL
428
Balentine LLC
Georgia
$52K +$40.5K +486 +408%
EW
429
Evoke Wealth
California
$48K +$44.8K +537 +3,159%
CFG
430
CKW Financial Group
Hawaii
$47K
BFC
431
Bedel Financial Consulting
Indiana
$45K -$333 -4 -0.8%
PCG
432
Private Capital Group
Connecticut
$45K
DZ Bank
433
DZ Bank
Germany
$44.3K
ST
434
Smithfield Trust
Pennsylvania
$40K +$10.1K +121 +35%
APW
435
Acima Private Wealth
Virginia
$39K
CT
436
Caldwell Trust
Florida
$36.7K
IRC
437
Investors Research Corp
Georgia
$36K
CAW
438
Cornerstone Advisors (Washington)
Washington
$35K -$11.2K -134 -25%
TCOV
439
Trust Company of Vermont
Vermont
$35K -$2.5K -30 -7%
RBC
440
Roble Belko & Company
Pennsylvania
$27K
PMFA
441
Plante Moran Financial Advisors
Michigan
$27K +$16.7K +200 +180%
PFO
442
Pathstone Family Office
New Jersey
$26K
KPW
443
Kore Private Wealth
New York
$26K +$25.2K +302 New
GWM
444
Geneos Wealth Management
Colorado
$23K -$3.83K -46 -14%
PFGIA
445
Patriot Financial Group Insurance Agency
Massachusetts
$23K
HPC
446
HM Payson & Co
Maine
$22K
BCA
447
Berman Capital Advisors
Georgia
$22K +$8.33K +100 +63%
WT
448
Whittier Trust
California
$21K -$417K -5,000 -95%
VFA
449
Valeo Financial Advisors
Indiana
$21K +$583 +7 +3%
CCA
450
Column Capital Advisors
Indiana
$20K +$2.58K +31 +15%