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Name Holding Trade Value Shares
Change
Change in
Stake
GBT
676
Grove Bank & Trust
Florida
$634K -$7.85K -110 -1%
FFA
677
Farther Finance Advisors
California
$634K +$407K +5,699 +169%
FTWA
678
Fifth Third Wealth Advisors
Ohio
$633K +$368K +5,152 +133%
PA
679
Prossimo Advisors
California
$625K +$5.36K +75 +0.8%
OIA
680
OneDigital Investment Advisors
Kansas
$623K +$206K +2,886 +48%
PTC
681
Private Trust Company
Ohio
$613K -$29.3K -411 -4%
PA
682
Profund Advisors
Maryland
$610K -$32.3K -452 -5%
JIC
683
Johnson Investment Counsel
Ohio
$606K +$9.57K +134 +2%
9WM
684
9258 Wealth Management
Ohio
$604K -$14.5K -203 -2%
PCIA
685
Prime Capital Investment Advisors
Kansas
$603K -$48.8K -684 -7%
NB
686
NBT Bank
New York
$600K – – –
PCG
687
Prosperity Consulting Group
Maryland
$598K +$15.4K +216 +3%
SW
688
SVB Wealth
Massachusetts
$595K -$117K -1,634 -16%
AWM
689
Ameliora Wealth Management
Switzerland
$590K -$316K -4,432 -35%
CWS
690
Confluence Wealth Services
Pennsylvania
$587K +$137K +1,913 +30%
SP
691
Symmetry Partners
Connecticut
$584K +$167K +2,335 +39%
ET
692
Entropy Technologies
New York
$583K -$1.58M -22,161 -73%
DL
693
DOHJ LLC
Washington
$582K +$5.64K +79 +1%
WJWM
694
Williams Jones Wealth Management
New York
$575K -$21.4K -300 -4%
TIAA Trust, National Association
695
TIAA Trust, National Association
North Carolina
$573K +$22.6K +317 +4%
DWM
696
Diversify Wealth Management
Utah
$572K +$601K +8,413 New
IIM
697
Intact Investment Management
Quebec, Canada
$565K -$53.5K -750 -9%
BCA
698
Bay Colony Advisors
Massachusetts
$565K +$143 +2 +0%
SBF
699
Sara-Bay Financial
Florida
$562K +$28.9K +405 +5%
WB
700
WesBanco Bank
West Virginia
$562K +$2.57K +36 +0.5%