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Name Holding Trade Value Shares
Change
Change in
Stake
TAR
651
Trask Adam Roland
$150K +$157K +7,500 New
S
652
SignatureFD
Georgia
$150K +$48.5K +2,316 +45%
PWS
653
Peterson Wealth Services
Utah
$133K
BWL
654
Bogart Wealth LLC
Virginia
$131K +$1.13K +54 +0.8%
Fidelity International
655
Fidelity International
Bermuda
$128K +$134K +6,378 New
TCM
656
Triumph Capital Management
Colorado
$124K -$1.49K -71 -1%
BTI
657
Blue Trust Inc
Georgia
$118K -$186K -8,894 -60%
BWA
658
Basecamp Wealth Advisors
Washington
$117K
SSG
659
Summit Securities Group
New York
$109K -$775 -37 -0.7%
PFBT
660
Parkside Financial Bank & Trust
Missouri
$107K +$1.63K +78 +1%
PCM
661
Penserra Capital Management
California
$106K +$3.58K +171 +3%
VCM
662
Versant Capital Management
Arizona
$101K +$30.6K +1,461 +41%
MWA
663
Medallion Wealth Advisors
Connecticut
$97K +$42 +2 +0%
PTC
664
Private Trust Company
Ohio
$94.7K +$49K +2,340 +98%
NB
665
NBT Bank
New York
$94.7K +$40.6K +1,940 +70%
LFG
666
Larson Financial Group
Missouri
$91.6K +$49.3K +2,354 +106%
DMBA
667
Deseret Mutual Benefit Administrators
Utah
$90.9K +$39.1K +1,865 +70%
TPCW
668
TD Private Client Wealth
New York
$90.3K +$5.66K +270 +6%
WETS
669
Wealth Enhancement Trust Services
South Dakota
$85.8K +$2.01K +96 +2%
LS
670
Livforsakringsbolaget Skandia
Sweden
$85.3K -$21 -1 -0%
TWC
671
TD Waterhouse Canada
Ontario, Canada
$84.2K +$1.53K +73 +2%
MNA
672
Manning & Napier Advisors
New York
$79.1K
ETC
673
Exchange Traded Concepts
Oklahoma
$79.1K +$3.73K +178 +5%
Federated Hermes
674
Federated Hermes
Pennsylvania
$78.8K -$712 -34 -0.9%
PWM
675
Peterson Wealth Management
Nevada
$78.5K +$82K +3,915 New