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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Abound Wealth Management
Tennessee
$74.2K
1IA
302
1620 Investment Advisors
Massachusetts
$64K +$482 +6 +0.7%
SOW
303
State of Wyoming
Wyoming
$62.8K
CT
304
Coastline Trust
Rhode Island
$61.8K
EWA
305
EverSource Wealth Advisors
Alabama
$61.7K +$12.9K +161 +25%
WB
306
Webster Bank
Connecticut
$59.6K
AssetMark Inc
307
AssetMark Inc
California
$55.5K -$2.73K -34 -5%
Nomura Asset Management
308
Nomura Asset Management
Japan
$54.8K -$567K -7,053 -91%
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$54.1K +$2.89K +36 +5%
AF
310
Allworth Financial
California
$52K +$3.54K +44 +7%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$48.5K -$50.2K -624 -50%
RIL
312
Rothschild Investment LLC
Illinois
$47.1K +$3.78K +47 +8%
WSFS
313
Wilmington Savings Fund Society
Delaware
$46.4K
CIAM
314
Caitong International Asset Management
Hong Kong
$43.3K +$37.5K +466 +496%
BHWM
315
Beaird Harris Wealth Management
Texas
$42.1K -$3.3K -41 -7%
SPIA
316
Steward Partners Investment Advisory
New York
$40.9K
CBT
317
Crews Bank & Trust
Florida
$38.6K
TH
318
TCTC Holdings
Texas
$38.6K
FHC
319
First Horizon Corporation
Tennessee
$37.3K +$38.7K +481 +24,050%
CT
320
Caldwell Trust
Florida
$36K
SAM
321
Smartleaf Asset Management
Massachusetts
$34.4K +$16.3K +203 +85%
NSIM
322
North Star Investment Management
Illinois
$32.8K
ANBT
323
American National Bank & Trust
Texas
$32.8K +$34.2K +425 New
QL
324
Quarry LP
New York
$31.6K +$21.5K +267 +188%
IA
325
IFP Advisors
Florida
$30.9K +$1.37K +17 +4%