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Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
476
GW&K Investment Management
Massachusetts
$12K
MPWT
477
MassMutual Private Wealth & Trust
Connecticut
$11.5K +$4.07K +136 +52%
CP
478
Castleview Partners
Texas
$10.2K -$3.17K -106 -23%
BIA
479
Bell Investment Advisors
California
$10.2K
PTC
480
Private Trust Company
Ohio
$10.1K +$6.49K +217 +162%
OC
481
Oakworth Capital
Alabama
$9.91K +$10.3K +345 New
CIAM
482
Caitong International Asset Management
Hong Kong
$9.83K +$10.2K +342 New
MHR
483
Matthew Hamilton Rosenberg
$9.44K
BIG
484
Brooklyn Investment Group
New York
$8.62K +$658 +22 +8%
GEA
485
Glen Eagle Advisors
New Jersey
$7.57K +$30 +1 +0.4%
IRC
486
Investors Research Corp
Georgia
$7.27K
CA
487
Clearstead Advisors
Ohio
$7.18K
VWM
488
Venturi Wealth Management
Texas
$6.9K +$5.54K +185 +336%
AW
489
Avion Wealth
Texas
$6K -$509 -17 -7%
NRG
490
Nemes Rush Group
Michigan
$5.83K +$30 +1 +0.5%
AGWCA
491
Annis Gardner Whiting Capital Advisors
Florida
$5.69K +$3.23K +108 +120%
HNW
492
High Note Wealth
Minnesota
$5.26K +$5.48K +183 New
W
493
WealthCollab
Washington
$5.2K
IA
494
IFP Advisors
Florida
$5.2K -$2.33K -78 -76%
HWM
495
HighMark Wealth Management
Minnesota
$5.02K +$30 +1 +0.6%
AA
496
Addison Advisors
Vermont
$4.8K -$15K -501 -75%
SWM
497
Sugarloaf Wealth Management
Georgia
$4.77K
EWA
498
EverSource Wealth Advisors
Alabama
$4.6K -$33.7K -1,127 -88%
RTL
499
Red Tortoise LLC
Georgia
$4.6K
PS
500
Principal Securities
Iowa
$4.14K