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First American

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
376
SJS Investment Consulting
Ohio
$27.2K -$2.19K -35 -7%
VSQM
377
V-Square Quantitative Management
Illinois
$26.6K +$27.2K +433 New
LFG
378
Larson Financial Group
Missouri
$24.5K +$5.77K +92 +30%
Mitsubishi UFJ Asset Management
379
Mitsubishi UFJ Asset Management
Japan
$24.1K – – –
NA
380
NewEdge Advisors
Louisiana
$23.3K – – –
BWM
381
Bullock Wealth Management
Indiana
$22.9K – – –
SAM
382
Smartleaf Asset Management
Massachusetts
$22.8K -$2.01K -32 -8%
TWD
383
True Wealth Design
Ohio
$22.8K +$10.9K +174 +88%
PWA
384
Physician Wealth Advisors
Utah
$20.7K +$21.1K +337 New
DMBA
385
Deseret Mutual Benefit Administrators
Utah
$17.9K – – –
PWPS
386
Pinnacle Wealth Planning Services
Ohio
$17.9K +$18.3K +292 New
C
387
Covestor
United Kingdom
$17K +$7.21K +115 +68%
HI
388
Harbour Investments
Wisconsin
$16.6K -$16.5K -263 -49%
API
389
Asset Planning Inc
California
$13.1K +$13.4K +213 New
WWM
390
Wolff Wiese Magana
California
$12.9K – – –
RF
391
Rossby Financial
Florida
$11.9K +$1.76K +28 +17%
JWA
392
JFS Wealth Advisors
Pennsylvania
$11.6K +$1.94K +31 +20%
CT
393
Clearstead Trust
Maine
$11.1K – – –
VWA
394
Valued Wealth Advisors
Utah
$10.3K +$63 +1 +0.6%
CI
395
CX Institutional
Indiana
$10K +$125 +2 +1%
CT
396
Colonial Trust
South Carolina
$9.95K – – –
MA
397
MCF Advisors
Kentucky
$9.59K – – –
W
398
WealthCollab
Washington
$9.46K – – –
MPWT
399
MassMutual Private Wealth & Trust
Connecticut
$9.09K – – –
HAP
400
Harbor Asset Planning
Massachusetts
$8.42K – – –