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Name Holding Trade Value Shares
Change
Change in
Stake
UIA
451
Ulland Investment Advisors
Minnesota
$20K -$15.5K -500 -44%
EWA
452
EverSource Wealth Advisors
Alabama
$19.9K -$3.87K -125 -17%
CA
453
Clearstead Advisors
Ohio
$19.5K -$419K -13,542 -96%
KFGG
454
Keystone Financial Group (Georgia)
Georgia
$19.5K
BWS
455
Buck Wealth Strategies
Colorado
$18.6K +$17.8K +574 New
RIL
456
Rothschild Investment LLC
Illinois
$16.3K -$279 -9 -2%
FDW
457
Fourth Dimension Wealth
Ohio
$15.9K
FS
458
Financially Speaking
Colorado
$15.8K
TSMHT
459
Thurston Springer Miller Herd & Titak
Indiana
$15.1K
MPWT
460
MassMutual Private Wealth & Trust
Connecticut
$14.9K +$2.08K +67 +17%
OCWP
461
Owl Creek Wealth Partners
Colorado
$13.9K -$4.18K -135 -24%
ZBNA
462
Zions Bancorporation, National Association
Utah
$10.1K +$2.76K +89 +40%
PTC
463
Private Trust Company
Ohio
$10K +$8.52K +275 +809%
IFWM
464
Institute for Wealth Management
Colorado
$9.89K +$9.45K +305 New
BWL
465
Bogart Wealth LLC
Virginia
$9.89K +$7.87K +254 +498%
HNB
466
Huntington National Bank
Ohio
$9.08K -$2.79K -90 -24%
AF
467
Advisornet Financial
Minnesota
$7.95K
PWA
468
Physician Wealth Advisors
Utah
$7.52K +$4.83K +156 +205%
WTC
469
WhitTier Trust Company
Nevada
$6.98K +$5.95K +192 New
S
470
Sachetta
Massachusetts
$6.97K +$6.66K +215 New
Federated Hermes
471
Federated Hermes
Pennsylvania
$6.65K -$10.5M -339,288 -100%
CCA
472
Catalyst Capital Advisors
New York
$6.49K
TCOT
473
Trust Company of Toledo
Ohio
$6.16K +$5.88K +190 New
RF
474
Rossby Financial
Florida
$5.77K -$1.08K -35 -16%
WT
475
Whittier Trust
California
$5.66K +$1.58K +51 +51%