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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
676
Venturi Wealth Management
Texas
$176K +$160K +597 +628%
C
677
Covestor
United Kingdom
$174K +$92.8K +346 +102%
FP
678
Financial Perspectives
Minnesota
$172K
PS
679
Principal Securities
Iowa
$171K -$376K -1,403 -68%
Fuller & Thaler Asset Management
680
Fuller & Thaler Asset Management
California
$171K -$1.34K -5 -0.7%
LC
681
Lindbrook Capital
California
$161K -$134K -500 -44%
A
682
AlphaQuest
New York
$160K -$425K -1,583 -72%
CT
683
Caldwell Trust
Florida
$158K
SS
684
Sunbelt Securities
Texas
$155K +$53.9K +201 +49%
BIG
685
Brooklyn Investment Group
New York
$155K -$33.8K -126 -17%
PTC
686
Private Trust Company
Ohio
$152K -$18.2K -68 -10%
FFWM
687
Future Financial Wealth Management
Ohio
$152K +$26.8K +100 +20%
IA
688
IFP Advisors
Florida
$150K +$4.83K +18 +3%
FHA
689
First Horizon Advisors
Tennessee
$148K +$16.1K +60 +12%
GIM
690
Generali Investments Management
Slovenia
$143K +$152K +565 New
JFGIW
691
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K -$332K -1,239 -72%
CFG
692
CKW Financial Group
Hawaii
$133K +$67K +250 +91%
PPC
693
Park Place Capital
Alabama
$129K -$129K -481 -49%
GIC
694
Generali Investments CEE
Czech Republic
$127K +$134K +500 New
BC
695
Bayforest Capital
United Kingdom
$124K +$131K +489 New
SIM
696
Sentry Investment Management
Wisconsin
$123K -$21.2K -79 -14%
TCM
697
Tributary Capital Management
Nebraska
$122K -$8.05K -30 -6%
EWA
698
EverSource Wealth Advisors
Alabama
$122K +$8.85K +33 +7%
ECM
699
Estabrook Capital Management
New York
$116K -$36.7K -137 -23%
CIAM
700
Caitong International Asset Management
Hong Kong
$110K +$117K +435 New