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Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
401
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45.9K +$45.2K +911 New
GM
402
GeoWealth Management
Illinois
$45.1K +$942 +19 +2%
MCM
403
Manchester Capital Management
Vermont
$44.8K +$397 +8 +0.9%
EIM
404
Essex Investment Management
Massachusetts
$41.5K
QL
405
Quarry LP
New York
$41K -$44.5K -897 -52%
SW
406
SVB Wealth
Massachusetts
$40.7K +$40.1K +808 New
CIAM
407
Caitong International Asset Management
Hong Kong
$39.7K -$11.1K -223 -22%
RFS
408
Richardson Financial Services
Massachusetts
$34.8K +$34.3K +691 New
BIA
409
Bell Investment Advisors
California
$29.2K
CPG
410
Cornerstone Planning Group
New Jersey
$27.2K +$28.4K +573 New
MG
411
Mather Group
Illinois
$26K
GWM
412
Geneos Wealth Management
Colorado
$25.4K +$8.58K +173 +52%
PGAM
413
Princeton Global Asset Management
New Jersey
$25.2K
TPCW
414
TD Private Client Wealth
New York
$23.7K +$793 +16 +4%
Bessemer Group
415
Bessemer Group
New Jersey
$23K +$8.03K +162 +55%
Mitsubishi UFJ Asset Management
416
Mitsubishi UFJ Asset Management
Japan
$22.7K +$22.3K +450 New
BIG
417
Brooklyn Investment Group
New York
$22.2K +$12.3K +249 +130%
NA
418
NewEdge Advisors
Louisiana
$20.4K
QC
419
Quent Capital
New York
$19.1K +$50 +1 +0.3%
ST
420
Smithfield Trust
Pennsylvania
$18K +$17.8K +358 New
SPIA
421
Steward Partners Investment Advisory
New York
$17.1K
PSFG
422
Park Square Financial Group
Georgia
$17.1K +$16.8K +339 New
RA
423
Rise Advisors
New York
$16.9K -$8.58K -173 -34%
AF
424
Allworth Financial
California
$15.3K +$50 +1 +0.3%
BCV
425
Banque Cantonale Vaudoise
Switzerland
$15K +$14.9K +301 New