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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
676
EverSource Wealth Advisors
Alabama
$61.8K +$22.3K +51 +59%
OWP
677
ORG Wealth Partners
Texas
$59K -$438 -1 -0.8%
AF
678
Allworth Financial
California
$58.6K -$5.7K -13 -9%
GM
679
GeoWealth Management
Illinois
$58.1K +$56.9K +130 New
CFO
680
CVA Family Office
Colorado
$54.1K +$6.57K +15 +14%
HIIFS
681
Harel Insurance Investments & Financial Services
Israel
$54K – – –
GWM
682
Geneos Wealth Management
Colorado
$52.3K +$8.32K +19 +19%
KWM
683
Kiker Wealth Management
Georgia
$50.1K – – –
MSE
684
MUFG Securities EMEA
United Kingdom
$50.1K +$49.1K +112 New
SAM
685
Smartleaf Asset Management
Massachusetts
$49.6K -$19.3K -44 -28%
SIM
686
Sentry Investment Management
Wisconsin
$49K – – –
TC
687
Trust Company
Kansas
$48.3K – – –
AssetMark Inc
688
AssetMark Inc
California
$47K +$22.3K +51 +94%
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$46.5K -$6.13K -14 -12%
CTC
690
Central Trust Company
Missouri
$46.1K -$4.38K -10 -9%
Lazard Asset Management
691
Lazard Asset Management
New York
$46K – – –
OL
692
OneFund LLC
Florida
$45K +$44.2K +101 New
BOJHT
693
Bank of Jackson Hole Trust
Wyoming
$43.4K +$876 +2 +2%
AA
694
Ancora Advisors
Ohio
$42.5K – – –
GIM
695
Generali Investments Management
Slovenia
$42.4K +$41.6K +95 New
PD
696
Point72 (DIFC)
United Arab Emirates
$41.7K +$40.7K +93 New
FCT
697
First Community Trust
Iowa
$41.6K – – –
CA
698
Clearstead Advisors
Ohio
$40.7K +$13.1K +30 +49%
WTA
699
Washington Trust Advisors
Massachusetts
$40.7K – – –
BWL
700
Bogart Wealth LLC
Virginia
$40.3K +$3.94K +9 +11%