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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
451
Concourse Financial Group Securities
Alabama
$54.2K +$47.2K +234 +867%
CA
452
Clearstead Advisors
Ohio
$48.8K +$9.08K +45 +24%
Jones Financial Companies
453
Jones Financial Companies
Missouri
$47.4K +$36.7K +182 +455%
RS
454
Rakuten Securities
Japan
$43.6K -$4.04K -20 -9%
RA
455
Rise Advisors
New York
$43.6K
ST
456
Smithfield Trust
Pennsylvania
$42K
PMFA
457
Plante Moran Financial Advisors
Michigan
$41.5K
IAIM
458
International Assets Investment Management
Florida
$41.5K +$20.2K +100 +100%
WT
459
Whittier Trust
California
$41.1K
Northwestern Mutual Wealth Management
460
Northwestern Mutual Wealth Management
Wisconsin
$34.9K +$8.88K +44 +35%
AWM
461
Avior Wealth Management
Nebraska
$34K -$2.22K -11 -6%
LFA
462
LGT Financial Advisors
Texas
$32.2K -$18.2K -90 -37%
CIM
463
Contravisory Investment Management
Massachusetts
$27.2K +$2.42K +12 +10%
CPA
464
Capital Performance Advisors
California
$23.2K +$22.6K +112 New
Mitsubishi UFJ Asset Management
465
Mitsubishi UFJ Asset Management
Japan
$22.8K
CAS
466
Coppell Advisory Solutions
Texas
$22.2K +$2.62K +13 +14%
CA
467
Centerpoint Advisors
Massachusetts
$21K
TWD
468
True Wealth Design
Ohio
$20.1K +$19.6K +97 New
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$19.5K -$4.44K -22 -19%
EWA
470
EverSource Wealth Advisors
Alabama
$19.5K -$4.84K -24 -20%
AF
471
Allworth Financial
California
$18.9K +$1.41K +7 +8%
PFBT
472
Parkside Financial Bank & Trust
Missouri
$18.9K +$2.62K +13 +17%
WTA
473
Washington Trust Advisors
Massachusetts
$17.9K
WT
474
Washington Trust
Rhode Island
$16.4K
GSEP
475
Golden State Equity Partners
California
$15.2K +$14.7K +73 New