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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
501
Venturi Wealth Management
Texas
$60.7K +$23.8K +152 +60%
MSFP
502
Mark Sheptoff Financial Planning
Connecticut
$59.8K
ACM
503
Aster Capital Management
United Arab Emirates
$58.9K -$776K -4,949 -93%
CPCPP
504
Canada Post Corporation Pension Plan
Canada
$55K +$57.7K +368 New
CT
505
Coastline Trust
Rhode Island
$53.8K
HIA
506
Harbor Investment Advisory
Maryland
$53.8K
CTC
507
Central Trust Company
Missouri
$53.7K -$8.78K -56 -13%
FFA
508
Farther Finance Advisors
California
$53.4K +$4.55K +29 +9%
CH
509
Cromwell Holdings
Wyoming
$45.2K
RMC
510
Resources Management Corp
Connecticut
$45K
CAS
511
Coppell Advisory Solutions
Texas
$44.9K +$15.7K +100 +50%
PS
512
Principal Securities
Iowa
$44.7K -$1.88K -12 -4%
SS
513
SBI Securities
Japan
$40.5K +$42.5K +271 New
BTI
514
Blue Trust Inc
Georgia
$33.8K -$16.3K -104 -32%
CWM
515
Copia Wealth Management
Oregon
$30.2K +$31.7K +202 New
SIM
516
Sentry Investment Management
Wisconsin
$29K -$4.86K -31 -14%
MPWT
517
MassMutual Private Wealth & Trust
Connecticut
$23K +$8.31K +53 +52%
CCA
518
Criterion Capital Advisors
Tennessee
$22.2K
AF
519
Allworth Financial
California
$21.4K +$13.8K +88 +226%
FFO
520
Fortitude Family Office
Arizona
$19.1K
JFGIW
521
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$18.9K
UB
522
UMB Bank
Missouri
$17.3K +$2.67K +17 +17%
PCM
523
Penserra Capital Management
California
$17K -$714K -4,555 -98%
National Pension Service
524
National Pension Service
South Korea
$16.9K +$17.7K +113 New
PWMG
525
Private Wealth Management Group
New Jersey
$16.5K