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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
651
Private Trust Company
Ohio
$200K -$19.3K -143 -8%
VVP
652
Venture Visionary Partners
Ohio
$194K +$26.8K +198 +14%
PMFA
653
Plante Moran Financial Advisors
Michigan
$191K +$2.43K +18 +1%
RCM
654
Raleigh Capital Management
North Carolina
$189K +$26.4K +195 +14%
SWM
655
Spire Wealth Management
Virginia
$187K -$111K -821 -35%
WI
656
Wahed Invest
New York
$186K -$20.6K -152 -9%
BFPW
657
BOK Financial Private Wealth
Colorado
$182K -$55.6K -411 -22%
Federated Hermes
658
Federated Hermes
Pennsylvania
$179K +$1.76K +13 +0.9%
First Manhattan
659
First Manhattan
New York
$178K – – –
CTC
660
Central Trust Company
Missouri
$176K -$40.7K -301 -17%
AF
661
Advisornet Financial
Minnesota
$169K +$42.1K +311 +29%
Carson Wealth (CWM LLC)
662
Carson Wealth (CWM LLC)
Nebraska
$169K +$57.5K +425 +44%
HBT
663
Hills Bank & Trust
Iowa
$164K – – –
CI Investments Inc
664
CI Investments Inc
Ontario, Canada
$160K -$70.3K -520 -28%
MA
665
MUFG Americas
New York
$158K – – –
KC
666
Kenfarb & Co
Kentucky
$157K – – –
S
667
Seeyond
France
$154K -$3.52K -26 -2%
APW
668
Acima Private Wealth
Virginia
$152K – – –
ZIG
669
Zullo Investment Group
Pennsylvania
$151K -$12K -89 -7%
AP
670
Arlington Partners
Alabama
$150K – – –
SWM
671
SeaCrest Wealth Management
New York
$142K -$44K -325 -22%
FBT
672
First Bank & Trust
South Dakota
$139K +$6.76K +50 +5%
LC
673
Lindbrook Capital
California
$138K +$79.7K +589 +108%
WT
674
Whittier Trust
California
$136K -$2.03K -15 -1%
RE
675
RBC Europe
United Kingdom
$126K – – –