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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
526
Wealthspire Advisors (Maryland)
Maryland
$41K +$38.9K +166 New
Manulife (Manufacturers Life Insurance)
527
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.3K +$285K +1,219 +0.8%
HIIFS
528
Harel Insurance Investments & Financial Services
Israel
$37K +$35.1K +150 New
DAM
529
Delta Asset Management
Tennessee
$36K -$468 -2 -1%
FFC
530
First Financial Corp
Indiana
$36K
AWM
531
Avior Wealth Management
Nebraska
$36K +$234 +1 +0.7%
OAJ
532
Ogorek Anthony Joseph
New York
$31K
AIM
533
Advantage Investment Management
Iowa
$27K
LWCFA
534
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K
VIA
535
Vantage Investment Advisors
Pennsylvania
$25K
GBBWRPM
536
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K +$23.4K +100 New
PHK
537
Point72 Hong Kong
Hong Kong
$25K +$23.4K +100 New
UFA
538
US Financial Advisors
Massachusetts
$25K +$23.4K +100 New
CFA
539
CT Financial Advisors
Pennsylvania
$24.8K
JFGIW
540
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24K
TWA
541
TCI Wealth Advisors
Arizona
$22K
KT
542
Kanaly Trust
Texas
$21K -$3.04K -13 -13%
ZB
543
Zions Bancorporation
Utah
$21K
KCPG
544
Kavar Capital Partners Group
Kansas
$18K
PMFA
545
Plante Moran Financial Advisors
Michigan
$15K -$1.41K -6 -9%
TCM
546
TD Capital Management
Tennessee
$15K
HNB
547
Huntington National Bank
Ohio
$13K
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$12.4K -$141K -604 -92%
WTC
549
WhitTier Trust Company
Nevada
$12K
ED
550
Exane Derivatives
France
$9.91K