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Name Holding Trade Value Shares
Change
Change in
Stake
TC
301
Tacita Capital
Ontario, Canada
$65.6K – – –
NVCHI
302
New Vernon Capital Holdings II
New Jersey
$60K +$42.2K +473 New
AF
303
Allworth Financial
California
$59K +$3.92K +44 +7%
CH
304
Cromwell Holdings
Wyoming
$52.1K -$9.18K -103 -15%
MCM
305
MAI Capital Management
Ohio
$49.9K +$3.66K +41 +8%
W
306
WealthCollab
Washington
$48.5K -$11.8K -132 -20%
MPWT
307
MassMutual Private Wealth & Trust
Connecticut
$44.3K +$12.7K +142 +42%
AAP
308
Arax Advisory Partners
Colorado
$44.1K -$19.7K -221 -32%
TFIPS
309
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.7K – – –
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$40.4K +$25.4K +285 +186%
AUB
311
Atlantic Union Bankshares
Virginia
$37.6K – – –
MCM
312
Manchester Capital Management
Vermont
$33.2K +$32.1K +360 New
FHC
313
First Horizon Corporation
Tennessee
$29.9K – – –
MWA
314
Medallion Wealth Advisors
Connecticut
$28.2K – – –
SAM
315
Smartleaf Asset Management
Massachusetts
$26.1K +$1.34K +15 +6%
EWP
316
Elevation Wealth Partners
California
$19.6K – – –
UB
317
UMB Bank
Missouri
$18.8K +$1.69K +19 +10%
LFG
318
Larson Financial Group
Missouri
$14.2K +$13K +146 +1,825%
CA
319
Clearstead Advisors
Ohio
$13.9K +$89 +1 +0.7%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$13.8K – – –
BBHC
321
Brown Brothers Harriman & Co
New York
$10.9K +$10.5K +118 New
JWA
322
JFS Wealth Advisors
Pennsylvania
$10.4K – – –
ZBNA
323
Zions Bancorporation, National Association
Utah
$10.3K – – –
SWM
324
Spire Wealth Management
Virginia
$10.2K – – –
BWL
325
Bogart Wealth LLC
Virginia
$9.88K – – –