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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Penserra Capital Management
California
$64K
FHA
402
First Horizon Advisors
Tennessee
$57.2K +$8.41K +109 +17%
National Bank of Canada
403
National Bank of Canada
Quebec, Canada
$51.4K -$617 -8 -1%
CFB
404
Cullen/Frost Bankers
Texas
$49K +$4.32K +56 +10%
LSA
405
Leonteq Securities AG
Switzerland
$46.9K +$14.7K +191 +46%
PPC
406
Park Place Capital
Alabama
$42.1K +$2.39K +31 +6%
QCG
407
Quadrant Capital Group
Ohio
$42K -$9.96K -129 -19%
VWM
408
Venturi Wealth Management
Texas
$40.8K +$40.5K +525 New
BTI
409
Blue Trust Inc
Georgia
$38K +$21.4K +277 +119%
LC
410
Lindbrook Capital
California
$37.2K +$4.63K +60 +14%
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$31.5K -$618K -8,010 -95%
HI
412
Harbour Investments
Wisconsin
$30.8K +$2.93K +38 +11%
HIIFS
413
Harel Insurance Investments & Financial Services
Israel
$29K -$9.57K -124 -25%
NF
414
Norwood Financial
Pennsylvania
$23.3K
BF
415
BOK Financial
Oklahoma
$22.7K +$22.5K +292 New
GWSG
416
GPS Wealth Strategies Group
Colorado
$21.8K +$21.6K +280 New
MCM
417
Manchester Capital Management
Vermont
$18.6K
SIC
418
Salem Investment Counselors
North Carolina
$17.1K
CA
419
Clearstead Advisors
Ohio
$16.7K +$16.6K +215 New
PTC
420
Private Trust Company
Ohio
$16.6K -$309 -4 -2%
CHC
421
City Holding Co
West Virginia
$15.5K
RTC
422
Riverview Trust Company
Washington
$14K
C
423
Covestor
United Kingdom
$13K -$144K -1,872 -92%
DCP
424
Distillate Capital Partners
Illinois
$11.7K +$11.7K +151 New
BAM
425
Belpointe Asset Management
Nevada
$11.7K -$3.47K -45 -23%