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Name Holding Trade Value Shares
Change
Change in
Stake
CA
226
Clearstead Advisors
Ohio
$219K +$139K +16,623 +168%
NA
227
NewEdge Advisors
Louisiana
$217K +$46.6K +5,578 +27%
CIA
228
Choate Investment Advisors
Massachusetts
$217K -$5.42K -649 -2%
WT
229
Whittier Trust
California
$215K -$8.53K -1,020 -4%
TPCW
230
TD Private Client Wealth
New York
$215K -$73.1K -8,751 -25%
DWT
231
Dorsey & Whitney Trust
South Dakota
$211K +$33.3K +3,985 +18%
TRCT
232
Tower Research Capital (TRC)
New York
$211K +$15.6K +1,869 +8%
BTI
233
Blue Trust Inc
Georgia
$210K +$47.7K +5,712 +30%
DWM
234
Diversify Wealth Management
Utah
$208K +$183K +21,879 New
PI
235
PFG Investments
New York
$204K +$40.2K +4,811 +24%
HTC
236
Haverford Trust Company
Pennsylvania
$204K +$1.54K +184 +0.8%
OPA
237
Old Port Advisors
Maine
$198K -$13.7K -1,638 -6%
SWS
238
SYSTM Wealth Solutions
Illinois
$197K +$7.74K +926 +4%
AWA
239
Aaron Wealth Advisors
Illinois
$196K +$27.8K +3,330 +16%
PCS
240
Personal CFO Solutions
New Jersey
$193K +$1.66K +198 +0.9%
TNB
241
Thomasville National Bank
Georgia
$188K -$47.6K -5,697 -20%
OC
242
Oppenheimer & Co
New York
$187K -$32.9K -3,942 -15%
IWM
243
IHT Wealth Management
Illinois
$183K -$29.6K -3,546 -14%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$182K +$19.7K +2,360 +12%
RP
245
Riverbridge Partners
Minnesota
$182K +$32.3K +3,864 +21%
LNWTC
246
Laird Norton Wetherby Trust Company
Washington
$180K
EIC
247
Equity Investment Corp
Georgia
$179K -$710 -85 -0.4%
DAS
248
Diversify Advisory Services
Utah
$177K -$20.4K -2,446 -11%
LSAG
249
Lake Street Advisors Group
New Hampshire
$176K -$13.6K -1,632 -7%
FCG
250
Fielder Capital Group
Tennessee
$174K +$176K +21,088 New