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Name Holding Trade Value Shares
Change
Change in
Stake
AFO
851
Arrowroot Family Office
California
$200K +$222K +1,666 New
OC
852
Oakworth Capital
Alabama
$198K
HWA
853
HHM Wealth Advisors
Tennessee
$193K -$40K -300 -16%
MMG
854
Monetary Management Group
Missouri
$186K
LSA
855
Leonteq Securities AG
Switzerland
$182K +$136K +1,022 +206%
TCOT
856
Trust Company of Toledo
Ohio
$177K
MPWT
857
MassMutual Private Wealth & Trust
Connecticut
$166K +$110K +823 +147%
AA
858
Addison Advisors
Vermont
$158K
Fidelity International
859
Fidelity International
Bermuda
$154K +$171K +1,282 New
OWP
860
ORG Wealth Partners
Texas
$153K -$934 -7 -0.6%
GGI
861
Godsey & Gibb Inc
Virginia
$149K
BTI
862
Blue Trust Inc
Georgia
$148K -$2.67K -20 -2%
AIP
863
Ameritas Investment Partners
Nebraska
$145K
CBT
864
Crews Bank & Trust
Florida
$142K
EPIMS
865
Evelyn Partners Investment Management Services
$136K +$151K +1,135 New
TFM
866
TFC Financial Management
Massachusetts
$127K -$1.07K -8 -0.7%
SIC
867
Salem Investment Counselors
North Carolina
$123K -$6K -45 -4%
VCM
868
Versant Capital Management
Arizona
$123K +$90.1K +675 +195%
MWA
869
Medallion Wealth Advisors
Connecticut
$122K +$4.14K +31 +3%
WTC
870
WhitTier Trust Company
Nevada
$120K +$133 +1 +0.1%
MFC
871
Mechanics Financial Corp
Ohio
$120K
EWA
872
EverSource Wealth Advisors
Alabama
$117K -$297K -2,224 -69%
LI
873
LRI Investments
Florida
$114K
FCAS
874
First Command Advisory Services
Texas
$114K -$2.8K -21 -2%
GWS
875
Greykasell Wealth Strategies
California
$113K +$24.1K +181 +24%