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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
551
Wilmington Savings Fund Society
Delaware
$60.8K -$105K -450 -62%
MWPCG
552
Measured Wealth Private Client Group
New Hampshire
$59.9K – – –
SIC
553
SJS Investment Consulting
Ohio
$58.2K -$25.7K -110 -29%
C
554
Covestor
United Kingdom
$57K -$45.7K -196 -43%
CLOS
555
Compagnie Lombard Odier SCmA
Switzerland
$56.4K – – –
AssetMark Inc
556
AssetMark Inc
California
$54.2K -$36.4K -156 -38%
BGAI
557
Bruce G. Allen Investments
Colorado
$54K +$25K +107 +75%
SS
558
SBI Securities
Japan
$52.7K +$3.5K +15 +7%
SOW
559
State of Wyoming
Wyoming
$51.2K +$55.1K +236 New
AA
560
Addison Advisors
Vermont
$50.3K +$1.63K +7 +3%
MPWT
561
MassMutual Private Wealth & Trust
Connecticut
$45.8K -$11.7K -50 -19%
ACM
562
Aster Capital Management
United Arab Emirates
$44.6K +$22.9K +98 New
PTC
563
Private Trust Company
Ohio
$44.3K +$30.8K +132 +183%
BTI
564
Blue Trust Inc
Georgia
$37.3K -$11.2K -48 -22%
FMII
565
Farmers & Merchants Investments Inc
Nebraska
$37.3K – – –
EWP
566
Elevation Wealth Partners
California
$36K +$29.2K +125 +305%
WG
567
Wellington Group
Indiana
$35.6K -$11.7K -50 -23%
MA
568
Montag & Associates
Georgia
$35.3K – – –
TWC
569
TD Waterhouse Canada
Ontario, Canada
$35.1K +$25.4K +109 +232%
Federated Hermes
570
Federated Hermes
Pennsylvania
$33.9K -$933 -4 -3%
HNB
571
Hilltop National Bank
Wyoming
$32.5K – – –
EP
572
Essential Partners
California
$31.5K -$630K -2,700 -95%
OCWP
573
Owl Creek Wealth Partners
Colorado
$31.5K +$33.8K +145 New
CFO
574
CVA Family Office
Colorado
$30.6K -$34.3K -147 -51%
CI
575
CX Institutional
Indiana
$30K -$34.1K -146 -52%