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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1001
Smartleaf Asset Management
Massachusetts
$140K -$15.6K -147 -9%
HNB
1002
Huntington National Bank
Ohio
$138K +$17.9K +169 +13%
AAP
1003
Arax Advisory Partners
Colorado
$138K +$141K +1,334 +762%
AF
1004
Advisornet Financial
Minnesota
$136K -$846 -8 -0.5%
TFGT
1005
TS Financial Group (TSFG)
Illinois
$136K – – –
PSFG
1006
Park Square Financial Group
Georgia
$132K -$62.5K -591 -29%
GIM
1007
Generali Investments Management
Slovenia
$129K +$33.1K +313 +28%
CSPIA
1008
Cary Street Partners Investment Advisory
Virginia
$121K +$132K +1,245 +1,465%
EWA
1009
EverSource Wealth Advisors
Alabama
$121K +$94.3K +891 +204%
BWL
1010
Bogart Wealth LLC
Virginia
$118K -$10.6K -100 -7%
HI
1011
Harbour Investments
Wisconsin
$117K -$3.49K -33 -3%
MA
1012
Montag & Associates
Georgia
$116K – – –
GIA
1013
GHP Investment Advisors
Colorado
$111K – – –
WTC
1014
WhitTier Trust Company
Nevada
$108K – – –
BIG
1015
Brooklyn Investment Group
New York
$108K +$60.4K +571 +94%
MPWT
1016
MassMutual Private Wealth & Trust
Connecticut
$106K +$54.9K +519 +80%
WSFS
1017
Wilmington Savings Fund Society
Delaware
$103K -$45K -425 -27%
CT
1018
Clearstead Trust
Maine
$102K +$423 +4 +0.4%
HIA
1019
Harbor Investment Advisory
Maryland
$102K -$15.8K -149 -12%
GLF
1020
Groupe la Francaise
France
$101K +$110K +1,041 New
LFA
1021
LGT Financial Advisors
Texas
$98.1K +$114K +1,074 +53,700%
HPC
1022
HM Payson & Co
Maine
$97.4K +$26.4K +250 +31%
WPA
1023
Wealth Preservation Advisors
Tennessee
$97.4K +$113K +1,068 New
NC
1024
North Capital
Utah
$96.7K +$112K +1,061 New
AWM
1025
Ameliora Wealth Management
Switzerland
$96.6K -$99.4K -940 -47%