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Name Holding Trade Value Shares
Change
Change in
Stake
CSB
726
City State Bank
Iowa
$150K -$78.6K -1,000 -41%
EFMH
727
E Fund Management (HK)
Hong Kong
$147K +$110K +1,395 New
C
728
Covestor
United Kingdom
$145K -$20K -254 -16%
GM
729
GeoWealth Management
Illinois
$144K +$108K +1,369 New
VSQM
730
V-Square Quantitative Management
Illinois
$142K -$60.2K -766 -36%
BCV
731
Banque Cantonale Vaudoise
Switzerland
$127K -$317K -4,040 -77%
GWM
732
Geneos Wealth Management
Colorado
$126K +$22K +280 +31%
GC
733
Garde Capital
Washington
$119K
VCM
734
Versant Capital Management
Arizona
$117K +$35.6K +453 +69%
GTAM
735
Global Trust Asset Management
Florida
$106K +$78.6K +1,000 +33,333%
EPIME
736
Evelyn Partners Investment Management (Europe)
$105K
CF
737
Centaurus Financial
California
$105K +$78.7K +1,002 New
AAP
738
Arax Advisory Partners
Colorado
$104K +$19.7K +251 +35%
KG
739
Kilter Group
New York
$103K +$76.7K +977 New
CIBC Private Wealth Group
740
CIBC Private Wealth Group
Georgia
$95.3K -$393 -5 -0.5%
AAS
741
Ameritas Advisory Services
Nebraska
$89.6K +$66.9K +852 New
UB
742
UMB Bank
Missouri
$85.9K +$13.8K +176 +27%
FFA
743
Farther Finance Advisors
California
$84.2K +$11.1K +141 +21%
PCC
744
Park Circle Company
Maryland
$84.2K
RS
745
Rakuten Securities
Japan
$80.7K +$46.7K +595 +346%
MPWT
746
MassMutual Private Wealth & Trust
Connecticut
$72.4K +$24.4K +310 +82%
TFIPS
747
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71.5K -$786 -10 -1%
TSMHT
748
Thurston Springer Miller Herd & Titak
Indiana
$70.5K
CWM
749
Consultiva Wealth Management
Puerto Rico
$68.4K
MHR
750
Matthew Hamilton Rosenberg
$63.8K