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Name Holding Trade Value Shares
Change
Change in
Stake
C
551
Covestor
United Kingdom
$62K -$1.48K -7 -3%
ST
552
Smithfield Trust
Pennsylvania
$62K – – –
MO
553
McMillan Office
Michigan
$59.2K – – –
MWPCG
554
Measured Wealth Private Client Group
New Hampshire
$53.1K +$49.5K +234 New
PFBT
555
Parkside Financial Bank & Trust
Missouri
$51.5K +$13.5K +64 +39%
AF
556
Advisornet Financial
Minnesota
$51.1K – – –
UB
557
UMB Bank
Missouri
$51.1K +$4.02K +19 +9%
Skandinaviska Enskilda Banken (SEB)
558
Skandinaviska Enskilda Banken (SEB)
Sweden
$50.6K +$47.2K +223 New
TFA
559
Transamerica Financial Advisors
Florida
$49.5K +$39.1K +185 +561%
Loomis, Sayles & Company
560
Loomis, Sayles & Company
Massachusetts
$49.2K +$18K +85 +64%
CH
561
Cromwell Holdings
Wyoming
$47.4K +$1.27K +6 +3%
OL
562
OneFund LLC
Florida
$45.2K -$1.27K -6 -3%
IA
563
IFG Advisory
Georgia
$44.6K +$41.7K +197 New
AFC
564
Ares Financial Consulting
California
$35.4K – – –
SWM
565
Spire Wealth Management
Virginia
$35.4K – – –
SIC
566
SJS Investment Consulting
Ohio
$34.3K +$423 +2 +1%
TPCW
567
TD Private Client Wealth
New York
$34K +$6.35K +30 +25%
RF
568
Rossby Financial
Florida
$33.8K – – –
GA
569
GoalVest Advisory
New York
$33.6K – – –
QT
570
Quantbot Technologies
New York
$32.7K -$2.52M -11,895 -99%
JSAM
571
J. Safra Asset Management
New York
$31.1K – – –
IA
572
IFP Advisors
Florida
$26.8K -$1.69K -8 -6%
MPWT
573
MassMutual Private Wealth & Trust
Connecticut
$24.7K – – –
TWD
574
True Wealth Design
Ohio
$24.7K +$8.46K +40 +58%
EWP
575
Elevation Wealth Partners
California
$23.4K +$18.8K +89 +636%