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Name Holding Trade Value Shares
Change
Change in
Stake
PA
676
Parallel Advisors
California
$109K +$16K +59 +21%
RFP
677
Root Financial Partners
California
$100K +$17.1K +63 +25%
S
678
SignatureFD
Georgia
$98.8K +$14.3K +53 +21%
SWIM
679
Smallwood Wealth Investment Management
New Jersey
$96.5K
BC
680
Brookfield Corp
Ontario, Canada
$96.2K -$14.1K -52 -15%
SAM
681
Smartleaf Asset Management
Massachusetts
$95.4K -$4.6K -17 -5%
MIFH
682
Migdal Insurance & Financial Holdings
Israel
$95.2K +$42.2K +156 +111%
CFB
683
Cullen/Frost Bankers
Texas
$94.6K -$123K -454 -61%
ACA
684
American Capital Advisory
Idaho
$93K +$271 +1 +0.3%
TLFA
685
True Link Financial Advisors
California
$92.7K +$78K +288 New
CA
686
Clearstead Advisors
Ohio
$86.9K -$73.1K -270 -50%
WG
687
Wellington Group
Indiana
$83.3K -$1.08M -4,006 -94%
EPAM
688
Evelyn Partners Asset Management
$80.4K
PCM
689
Polymer Capital Management
New York
$72.4K -$589K -2,175 -91%
GIA
690
GHP Investment Advisors
Colorado
$65K +$54.7K +202 New
PGAM
691
Princeton Global Asset Management
New Jersey
$64.3K
CAM
692
Close Asset Management
United Kingdom
$64K
HNB
693
Huntington National Bank
Ohio
$59.8K +$1.62K +6 +3%
C
694
Covestor
United Kingdom
$57K -$37.4K -138 -44%
ITIM
695
Indiana Trust & Investment Management
Indiana
$56.3K
CT
696
Caldwell Trust
Florida
$54.1K
Mitsubishi UFJ Asset Management
697
Mitsubishi UFJ Asset Management
Japan
$51.5K
FDW
698
Fourth Dimension Wealth
Ohio
$48.3K
RDFA
699
Ritter Daniher Financial Advisory
Ohio
$48.3K +$27.1K +100 +200%
SC
700
Solstein Capital
California
$44.7K