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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
526
TD Private Client Wealth
New York
$48.5K -$295 -2 -0.7%
VCM
527
Versant Capital Management
Arizona
$47.2K -$5.61K -38 -12%
BTI
528
Blue Trust Inc
Georgia
$45.7K +$17.6K +119 +56%
VWM
529
Venturi Wealth Management
Texas
$41.6K +$1.33K +9 +4%
SIM
530
Sentry Investment Management
Wisconsin
$37K
HPC
531
HM Payson & Co
Maine
$32.8K
CAS
532
Coppell Advisory Solutions
Texas
$32.6K
AssetMark Inc
533
AssetMark Inc
California
$27K -$2.96K -20 -11%
TCG
534
Transcendent Capital Group
Oklahoma
$24.6K +$22.2K +150 New
CCA
535
Criterion Capital Advisors
Tennessee
$22.2K
FFO
536
Fortitude Family Office
Arizona
$21K
SIC
537
Salem Investment Counselors
North Carolina
$20.5K
ATS
538
Ashton Thomas Securities
New York
$19.2K +$17.3K +117 New
CFGS
539
Concourse Financial Group Securities
Alabama
$18.2K -$591 -4 -3%
PWMG
540
Private Wealth Management Group
New Jersey
$18K
JFGIW
541
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.5K
RS
542
Rakuten Securities
Japan
$17.5K +$15.4K +104 +3,467%
MPWT
543
MassMutual Private Wealth & Trust
Connecticut
$16.6K +$2.66K +18 +22%
EWP
544
Elevation Wealth Partners
California
$16.4K
GGI
545
Godsey & Gibb Inc
Virginia
$16.4K
TIM
546
Tortoise Investment Management
New York
$16.4K
UB
547
UMB Bank
Missouri
$16.2K
CFO
548
CVA Family Office
Colorado
$16.1K
PTC
549
Private Trust Company
Ohio
$15.9K
AGWCA
550
Annis Gardner Whiting Capital Advisors
Florida
$13.9K -$443 -3 -3%