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Name Holding Trade Value Shares
Change
Change in
Stake
C
876
Covestor
United Kingdom
$163K +$74.8K +596 +64%
HFM
877
Hartford Financial Management
Connecticut
$160K
MCM
878
Magnolia Capital Management
New York
$160K
ETH
879
Exos TFP Holdings
New York
$157K +$185K +1,471 New
BCA
880
Bray Capital Advisors
Florida
$156K +$251 +2 +0.1%
GRP
881
Global Retirement Partners
California
$156K +$11.2K +89 +8%
AWM
882
Ameliora Wealth Management
Switzerland
$155K +$163K +1,302 New
IAIM
883
International Assets Investment Management
Florida
$150K +$176K +1,399 New
T
884
TOBAM
France
$146K +$171K +1,361 New
DMBA
885
Deseret Mutual Benefit Administrators
Utah
$140K -$48.1K -383 -23%
GWSG
886
GPS Wealth Strategies Group
Colorado
$140K +$56.3K +449 +52%
BBHC
887
Brown Brothers Harriman & Co
New York
$134K +$12.3K +98 +8%
AS
888
Altshuler Shaham
Israel
$128K -$10.4K -83 -6%
CHA
889
Carmichael Hill & Associates
Maryland
$123K -$1K -8 -0.7%
FF
890
FourThought Financial
Florida
$123K
SWA
891
SOA Wealth Advisors
New York
$122K +$25.5K +203 +22%
ST
892
Smithfield Trust
Pennsylvania
$121K -$159K -1,266 -55%
TFA
893
Transamerica Financial Advisors
Florida
$120K +$10.9K +87 +8%
AW
894
Avion Wealth
Texas
$108K +$878 +7 +0.7%
ADL
895
Asset Dedication LLC
California
$106K +$125K +994 New
GWM
896
Geneos Wealth Management
Colorado
$103K -$87K -693 -42%
BWA
897
BDO Wealth Advisors
Florida
$93K
Bank Julius Baer & Co
898
Bank Julius Baer & Co
Switzerland
$91K -$5.52K -44 -5%
PO
899
Private Ocean
California
$91K
MA
900
MUFG Americas
New York
$90K +$43.9K +350 +71%