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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
776
Smartleaf Asset Management
Massachusetts
$154K +$59K +243 +57%
DWS
777
Dynamic Wealth Strategies
California
$154K +$161K +662 New
HDIM
778
Hanson & Doremus Investment Management
Vermont
$153K – – –
BBHC
779
Brown Brothers Harriman & Co
New York
$151K -$971 -4 -0.6%
S
780
SignatureFD
Georgia
$150K +$13.8K +57 +10%
SPIA
781
Steward Partners Investment Advisory
New York
$149K -$22.8K -94 -13%
LC
782
Lindbrook Capital
California
$146K -$41.7K -172 -22%
AF
783
Allworth Financial
California
$146K +$1.7K +7 +1%
ITIM
784
Indiana Trust & Investment Management
Indiana
$142K – – –
TWC
785
TD Waterhouse Canada
Ontario, Canada
$138K -$86.6K -357 -38%
C
786
Covestor
United Kingdom
$136K -$50.2K -207 -26%
AAP
787
Arax Advisory Partners
Colorado
$134K -$33.5K -138 -19%
BTI
788
Blue Trust Inc
Georgia
$133K -$1.94K -8 -1%
NS
789
NBC Securities
Alabama
$130K +$136K +559 New
LS
790
Livforsakringsbolaget Skandia
Sweden
$128K – – –
CSPIA
791
Cary Street Partners Investment Advisory
Virginia
$126K +$18.9K +78 +17%
SWM
792
Spire Wealth Management
Virginia
$126K -$23.8K -98 -15%
RMP
793
Richards, Merrill & Peterson
Washington
$121K – – –
CIAM
794
Caitong International Asset Management
Hong Kong
$118K +$123K +506 New
PFBT
795
Parkside Financial Bank & Trust
Missouri
$118K -$16K -66 -12%
RF
796
Rossby Financial
Florida
$115K +$123K +505 New
UB
797
UMB Bank
Missouri
$108K +$18.7K +77 +20%
ST
798
Smithfield Trust
Pennsylvania
$108K – – –
BCMLT
799
Beacon Capital Management LLC (Tennessee)
Tennessee
$106K +$485 +2 +0.4%
GM
800
GeoWealth Management
Illinois
$102K -$257K -1,061 -71%