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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
626
Private Trust Company
Ohio
$3.46K -$4.14K -13 -52%
MNA
627
Manning & Napier Advisors
New York
$3.46K +$3.83K +12 New
BIA
628
Bell Investment Advisors
California
$3.17K -$638 -2 -15%
HIA
629
Harbor Investment Advisory
Maryland
$3.17K
AW
630
Avion Wealth
Texas
$3K
RWM
631
Raffa Wealth Management
District of Columbia
$2.88K
WPA
632
Wealth Preservation Advisors
Tennessee
$2.88K
WTA
633
Washington Trust Advisors
Massachusetts
$2.64K -$2.87K -9 -50%
EWP
634
Elevation Wealth Partners
California
$2.59K +$2.87K +9 New
HPC
635
HM Payson & Co
Maine
$2.31K
PWA
636
Provenance Wealth Advisors
Florida
$2.3K
TFA
637
Transamerica Financial Advisors
Florida
$2.02K +$2.23K +7 New
OAJ
638
Ogorek Anthony Joseph
New York
$2K -$1.27K -4 -29%
WW
639
Winnow Wealth
Texas
$1.73K +$1.91K +6 New
JWM
640
JPL Wealth Management
Colorado
$1.73K +$1.91K +6 New
MAM
641
Marquette Asset Management
Minnesota
$1.73K +$1.91K +6 New
CFB
642
Cullen/Frost Bankers
Texas
$1.73K -$4.78K -15 -71%
TIM
643
Tortoise Investment Management
New York
$1.73K +$956 +3 +100%
DF
644
Dunhill Financial
United Kingdom
$1.62K +$319 +1 +20%
WT
645
Whittier Trust
California
$1.44K
PWA
646
Physician Wealth Advisors
Utah
$1.44K -$956 -3 -38%
RWM
647
Rialto Wealth Management
New York
$1.44K
BHWM
648
Bay Harbor Wealth Management
Maryland
$1.44K +$319 +1 +25%
GA
649
Guerra Advisors
Florida
$1.44K +$1.59K +5 New
SC
650
SouthState Corp
Florida
$1.15K -$2.55K -8 -67%