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Name Holding Trade Value Shares
Change
Change in
Stake
MUMSS
501
Mitsubishi UFJ Morgan Stanley Securities
Japan
$163K +$172K +638 New
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$156K -$13.2K -49 -7%
BBHC
503
Brown Brothers Harriman & Co
New York
$156K +$16.7K +62 +11%
Fidelity International
504
Fidelity International
Bermuda
$153K +$13.7K +51 +9%
TE
505
Tema ETFs
New York
$151K +$159K +590 New
ME
506
McIlrath & Eck
Washington
$148K
CI
507
CX Institutional
Indiana
$148K -$269 -1 -0.2%
OWP
508
ORG Wealth Partners
Texas
$142K +$9.69K +36 +7%
ERSOT
509
Employees Retirement System of Texas
Texas
$139K
PTC
510
Private Trust Company
Ohio
$135K -$269 -1 -0.2%
VFA
511
Valeo Financial Advisors
Indiana
$132K +$139K +517 New
RIL
512
Rothschild Investment LLC
Illinois
$131K -$47.9K -178 -26%
HNW
513
High Note Wealth
Minnesota
$129K
AUB
514
Atlantic Union Bankshares
Virginia
$128K
HI
515
Harbour Investments
Wisconsin
$118K -$3.23K -12 -3%
C
516
Covestor
United Kingdom
$118K +$1.08K +4 +0.9%
BTI
517
Blue Trust Inc
Georgia
$113K -$29.9K -111 -20%
FFA
518
Farther Finance Advisors
California
$112K -$21K -78 -15%
AAP
519
Arax Advisory Partners
Colorado
$103K -$2.36M -8,780 -96%
CA
520
Clearstead Advisors
Ohio
$95.2K +$19.4K +72 +24%
SSG
521
Summit Securities Group
New York
$91.9K +$3.5K +13 +4%
MCM
522
MAI Capital Management
Ohio
$88.8K -$39.3K -146 -30%
EWA
523
EverSource Wealth Advisors
Alabama
$82.5K -$141K -524 -62%
TCM
524
Triumph Capital Management
Colorado
$78.6K +$82.9K +308 New
HNB
525
Huntington National Bank
Ohio
$77.1K +$807 +3 +1%