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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
426
Geneos Wealth Management
Colorado
$40K +$9.72K +186 +31%
TPCW
427
TD Private Client Wealth
New York
$37.6K +$2.4K +46 +7%
SWA
428
Sutton Wealth Advisors
Florida
$36.3K +$37.4K +715 New
NA
429
NewEdge Advisors
Louisiana
$34.5K +$92.1K +1,763 New
CLOS
430
Compagnie Lombard Odier SCmA
Switzerland
$33K
Rockefeller Capital Management
431
Rockefeller Capital Management
New York
$32K +$4.23K +81 +15%
MWA
432
Miller Wealth Advisors
Colorado
$32K +$11.3K +216 +48%
AWM
433
AllSquare Wealth Management
New York
$30.4K +$10.8K +207 +53%
BAM
434
Belpointe Asset Management
Nevada
$29.1K +$29.9K +573 New
TWA
435
TCI Wealth Advisors
Arizona
$28.7K +$5.7K +109 +24%
HNB
436
Huntington National Bank
Ohio
$28.4K -$2.19K -42 -7%
EI
437
Ellevest Inc
New York
$28K -$1.67K -32 -5%
ICM
438
Islay Capital Management
Texas
$26.6K -$28.2K -540 -51%
EWA
439
EverSource Wealth Advisors
Alabama
$24K +$20.9K +400 +541%
ZB
440
Zions Bancorporation
Utah
$23.3K -$4.5K -86 -16%
GM
441
GeoWealth Management
Illinois
$22K +$5.43K +104 +31%
JWM
442
Janiczek Wealth Management
Colorado
$21.1K +$105 +2 +0.5%
ACA
443
Atlas Capital Advisors
Wyoming
$20.1K
C
444
Covestor
United Kingdom
$20K -$679 -13 -3%
RTC
445
Riverview Trust Company
Washington
$18K
LF
446
Lee Financial
Texas
$17.1K +$11.9K +228 +207%
TF
447
Tompkins Financial
New York
$15K
CFGS
448
Concourse Financial Group Securities
Alabama
$13.2K +$2.98K +57 +28%
BWA
449
BDO Wealth Advisors
Florida
$12.4K
TC
450
Tacita Capital
Ontario, Canada
$12K