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Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Clearstead Advisors
Ohio
$50.3K +$53.5K +535 New
TWD
402
True Wealth Design
Ohio
$49.8K +$52.6K +526 +17,533%
BOJHT
403
Bank of Jackson Hole Trust
Wyoming
$46.9K
FFA
404
Farther Finance Advisors
California
$45.7K -$1.4K -14 -3%
Kayne Anderson Rudnick Investment Management
405
Kayne Anderson Rudnick Investment Management
California
$43.2K -$1.5K -15 -3%
CTC
406
Central Trust Company
Missouri
$42.8K -$1.2K -12 -3%
EWA
407
EverSource Wealth Advisors
Alabama
$41.3K +$30.2K +302 +220%
Bessemer Group
408
Bessemer Group
New Jersey
$40K -$32K -320 -43%
IA
409
IFP Advisors
Florida
$39.9K -$1K -10 -2%
VSQM
410
V-Square Quantitative Management
Illinois
$35.8K -$2.1K -21 -5%
HIMS
411
Hager Investment Management Services
New Hampshire
$31.5K
CT
412
Caldwell Trust
Florida
$31.4K
NSIM
413
North Star Investment Management
Illinois
$28.2K
TFGT
414
TS Financial Group (TSFG)
Illinois
$28K
CI
415
CX Institutional
Indiana
$28K +$30K +300 New
Group One Trading
416
Group One Trading
Illinois
$25.5K +$20.1K +201 +287%
PA
417
Parallel Advisors
California
$25K +$12.7K +127 +91%
TH
418
TCTC Holdings
Texas
$23.8K -$2.6K -26 -9%
QC
419
Quent Capital
New York
$23.3K -$12.8K -128 -34%
RA
420
Rise Advisors
New York
$23.3K -$2.1K -21 -8%
PTC
421
Private Trust Company
Ohio
$19.8K +$10K +100 +91%
RMP
422
Richards, Merrill & Peterson
Washington
$16.5K
Mitsubishi UFJ Asset Management
423
Mitsubishi UFJ Asset Management
Japan
$15.7K
WT
424
Whittier Trust
California
$15.5K -$1.2K -12 -7%
WAS
425
Winch Advisory Services
Wisconsin
$14.5K +$100 +1 +0.7%