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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
601
Steward Partners Investment Advisory
New York
$36.9K – – –
BTI
602
Blue Trust Inc
Georgia
$36.9K +$21.5K +3 +150%
MIFH
603
Migdal Insurance & Financial Holdings
Israel
$30K -$7.17K -1 -20%
PTC
604
Private Trust Company
Ohio
$29.5K -$7.17K -1 -20%
KFI
605
Key Financial Inc
Pennsylvania
$29.5K – – –
TFA
606
Toth Financial Advisory
Virginia
$29.5K – – –
TFIPS
607
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.5K – – –
VWA
608
Valued Wealth Advisors
Utah
$29.5K – – –
FFO
609
Fortitude Family Office
Arizona
$29.5K +$7.17K +1 +33%
UFF
610
USA Financial Formulas
Michigan
$29.5K +$7.17K +1 +33%
AF
611
Advisornet Financial
Minnesota
$29.5K +$28.7K +4 New
CA
612
Clearstead Advisors
Ohio
$29.5K +$28.7K +4 New
ST
613
Smithfield Trust
Pennsylvania
$28K – – –
AT
614
Arlington Trust
Alabama
$22.2K – – –
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$22.2K – – –
AGWCA
616
Annis Gardner Whiting Capital Advisors
Florida
$22.2K +$21.5K +3 New
MCM
617
MV Capital Management
Maryland
$22.2K +$21.5K +3 New
QT
618
Quantbot Technologies
New York
$22.2K +$21.5K +3 New
GIA
619
GHP Investment Advisors
Colorado
$14.8K – – –
HWA
620
HHM Wealth Advisors
Tennessee
$14.8K – – –
PWMG
621
Private Wealth Management Group
New Jersey
$14.8K – – –
AUB
622
Atlantic Union Bankshares
Virginia
$14.8K +$14.3K +2 New
MPWT
623
MassMutual Private Wealth & Trust
Connecticut
$14.8K -$7.17K -1 -33%
CMBA
624
C.M. Bidwell & Associates
Hawaii
$14.8K – – –
GSWM
625
Golden State Wealth Management
California
$14.8K – – –