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Name Holding Trade Value Shares
Change
Change in
Stake
NVCHI
301
New Vernon Capital Holdings II
New Jersey
$60K +$42.2K +473 New
AF
302
Allworth Financial
California
$59K +$3.92K +44 +7%
CH
303
Cromwell Holdings
Wyoming
$52.1K -$9.18K -103 -15%
MCM
304
MAI Capital Management
Ohio
$49.9K +$3.66K +41 +8%
W
305
WealthCollab
Washington
$48.5K -$11.8K -132 -20%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$44.3K +$12.7K +142 +42%
AAP
307
Arax Advisory Partners
Colorado
$44.1K -$19.7K -221 -32%
TFIPS
308
Towarzystwo Funduszy Inwestycyjnych PZU SA
$40.7K
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$40.4K +$25.4K +285 +186%
AUB
310
Atlantic Union Bankshares
Virginia
$37.6K
MCM
311
Manchester Capital Management
Vermont
$33.2K +$32.1K +360 New
FHC
312
First Horizon Corporation
Tennessee
$29.9K
MWA
313
Medallion Wealth Advisors
Connecticut
$28.2K
SAM
314
Smartleaf Asset Management
Massachusetts
$26.1K +$1.34K +15 +6%
EWP
315
Elevation Wealth Partners
California
$19.6K
UB
316
UMB Bank
Missouri
$18.8K +$1.69K +19 +10%
LFG
317
Larson Financial Group
Missouri
$14.2K +$13K +146 +1,825%
CA
318
Clearstead Advisors
Ohio
$13.9K +$89 +1 +0.7%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$13.8K
BBHC
320
Brown Brothers Harriman & Co
New York
$10.9K +$10.5K +118 New
JWA
321
JFS Wealth Advisors
Pennsylvania
$10.4K
ZBNA
322
Zions Bancorporation, National Association
Utah
$10.3K
SWM
323
Spire Wealth Management
Virginia
$10.2K
BWL
324
Bogart Wealth LLC
Virginia
$9.88K
UBS AM
325
UBS AM
Illinois
$9.69K +$9.36K +105 New