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Name Holding Trade Value Shares
Change
Change in
Stake
SS
401
Sunbelt Securities
Texas
$26.9K
VSQM
402
V-Square Quantitative Management
Illinois
$26.9K
FHA
403
First Horizon Advisors
Tennessee
$25.2K
CIAM
404
Caitong International Asset Management
Hong Kong
$24.9K +$27.1K +164 New
GM
405
GeoWealth Management
Illinois
$24.1K -$330 -2 -1%
RA
406
Rise Advisors
New York
$22K
PFBT
407
Parkside Financial Bank & Trust
Missouri
$21.5K
MPWT
408
MassMutual Private Wealth & Trust
Connecticut
$21.4K +$825 +5 +4%
AWM
409
Avior Wealth Management
Nebraska
$21.2K
CTC
410
Cetera Trust Company
Minnesota
$20.9K
SWM
411
Spire Wealth Management
Virginia
$19.1K +$20.8K +126 New
GSWM
412
Golden State Wealth Management
California
$19K +$20.6K +125 New
HIA
413
Harbor Investment Advisory
Maryland
$17.9K
GRP
414
Global Retirement Partners
California
$17.8K -$1.65K -10 -8%
SS
415
SBI Securities
Japan
$15.3K +$16.7K +101 New
AIM
416
Anchor Investment Management
South Carolina
$14.4K
VCM
417
Versant Capital Management
Arizona
$13.8K +$6.6K +40 +78%
TF
418
Tompkins Financial
New York
$13.7K
GWM
419
Geneos Wealth Management
Colorado
$13.5K +$14.7K +89 New
SSG
420
Summit Securities Group
New York
$13.4K +$14.5K +88 New
PCFFS
421
Pacific Center for Financial Services
California
$12K
TCOV
422
Trust Company of Vermont
Vermont
$11.8K
WA
423
WPG Advisers
Maryland
$11.5K +$12.5K +76 New
EWA
424
EverSource Wealth Advisors
Alabama
$10.9K +$5.45K +33 +85%
LC
425
Lindbrook Capital
California
$10.9K