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Name Holding Trade Value Shares
Change
Change in
Stake
GI
651
GAMMA Investing
California
$68.7K +$38.9K +1,147 +107%
UB
652
UMB Bank
Missouri
$67.7K +$407 +12 +0.6%
CA
653
Clearstead Advisors
Ohio
$65.3K +$52.6K +1,552 +279%
SCM
654
Sterling Capital Management
North Carolina
$64.9K -$262K -7,736 -79%
CFB
655
Cullen/Frost Bankers
Texas
$64.4K +$5.62K +166 +9%
AFS
656
Anderson Financial Strategies
Ohio
$59.6K +$65.2K +1,924 New
LFG
657
Larson Financial Group
Missouri
$56.9K +$58.9K +1,738 +1,773%
SW
658
SVB Wealth
Massachusetts
$56K +$61.2K +1,805 New
VSQM
659
V-Square Quantitative Management
Illinois
$55.4K +$1.73K +51 +3%
IWM
660
Inlight Wealth Management
Georgia
$54.9K +$60K +1,770 New
JSAM
661
J. Safra Asset Management
New York
$53.9K +$59K +1,740 New
WT
662
Whittier Trust
California
$52.9K +$51.4K +1,517 +798%
AAP
663
Arax Advisory Partners
Colorado
$51K -$77.8K -2,295 -58%
SIC
664
SJS Investment Consulting
Ohio
$49.8K +$440 +13 +0.8%
CA
665
CoreCap Advisors
Michigan
$49.7K -$16.7K -493 -24%
Fifth Third Bancorp
666
Fifth Third Bancorp
Ohio
$49.5K +$1.73K +51 +3%
JEST
667
JTC Employer Solutions Trustee
Jersey
$43K
LI
668
LRI Investments
Florida
$42.6K +$23K +679 +98%
MWA
669
Medallion Wealth Advisors
Connecticut
$41.9K
MG
670
Mather Group
Illinois
$40.6K +$25.4K +749 +134%
BA
671
Bellwether Advisors
Nebraska
$36.4K -$958K -28,278 -96%
HT
672
Headlands Technologies
Illinois
$34.4K -$322K -9,513 -90%
BWAM
673
Boyd Watterson Asset Management
Ohio
$32.5K -$8.47K -250 -19%
ANBT
674
American National Bank & Trust
Texas
$31.6K +$34.5K +1,018 New
LCM
675
Logan Capital Management
Pennsylvania
$31K