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Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
401
1 North Wealth Services
Maryland
$22K – – –
CT
402
Caldwell Trust
Florida
$22K – – –
AAS
403
Ameritas Advisory Services
Nebraska
$20.9K +$20.8K +950 New
MCA
404
Midwest Capital Advisors
Michigan
$20.2K – – –
Toronto Dominion Bank
405
Toronto Dominion Bank
Ontario, Canada
$20K -$858K -39,261 -98%
ZBNA
406
Zions Bancorporation, National Association
Utah
$19.5K – – –
CT
407
Coastline Trust
Rhode Island
$18K – – –
HWA
408
HHM Wealth Advisors
Tennessee
$17.6K – – –
ME
409
McIlrath & Eck
Washington
$17.6K – – –
Bessemer Group
410
Bessemer Group
New Jersey
$17K -$4.57K -209 -21%
SL
411
Salomon & Ludwin
Virginia
$16.9K – – –
W
412
WealthCollab
Washington
$16.3K +$14.5K +663 +872%
LI
413
LRI Investments
Florida
$16K +$9.88K +452 +163%
VIS
414
Vega Investment Solutions
France
$15.8K -$18K -825 -53%
ST
415
Smithfield Trust
Pennsylvania
$15K – – –
FHA
416
First Horizon Advisors
Tennessee
$14.2K – – –
PFBT
417
Parkside Financial Bank & Trust
Missouri
$13K +$1.73K +79 +15%
SPIA
418
Steward Partners Investment Advisory
New York
$12.7K -$1.77K -81 -12%
CAL
419
Capital Advisors Ltd
Ohio
$11K +$11K +503 New
Mitsubishi UFJ Asset Management
420
Mitsubishi UFJ Asset Management
Japan
$10.1K – – –
RA
421
Rise Advisors
New York
$9.77K +$44 +2 +0.5%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$9.5K +$2.34K +107 +33%
GKIM
423
GW&K Investment Management
Massachusetts
$9K -$328 -15 -3%
BIA
424
Bell Investment Advisors
California
$8.88K +$1.09K +50 +14%
ITIM
425
Indiana Trust & Investment Management
Indiana
$8.8K +$8.74K +400 New