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Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
376
Caitong International Asset Management
Hong Kong
$115K +$89K +1,799 +296%
ANBT
377
American National Bank & Trust
Texas
$99.4K
TFM
378
TFC Financial Management
Massachusetts
$98.5K -$8.16K -165 -7%
TPCW
379
TD Private Client Wealth
New York
$93.9K +$26.1K +527 +37%
CFO
380
CVA Family Office
Colorado
$91.4K
SS
381
SBI Securities
Japan
$82.5K -$1.88K -38 -2%
RIL
382
Rothschild Investment LLC
Illinois
$77.6K -$7.17K -145 -8%
HI
383
Horizon Investments
North Carolina
$72.5K +$14K +284 +23%
MWPCG
384
Measured Wealth Private Client Group
New Hampshire
$72.3K +$74.8K +1,513 New
BBHC
385
Brown Brothers Harriman & Co
New York
$69.2K -$3.66K -74 -5%
SC
386
Stance Capital
Massachusetts
$68.8K +$71.2K +1,440 New
PFBT
387
Parkside Financial Bank & Trust
Missouri
$67.8K -$9.74K -197 -12%
PTC
388
Private Trust Company
Ohio
$62K +$3.17K +64 +5%
UB
389
UMB Bank
Missouri
$59.5K -$19.2K -388 -24%
HI
390
Harbour Investments
Wisconsin
$54K +$890 +18 +2%
ITIM
391
Indiana Trust & Investment Management
Indiana
$53.8K
FHC
392
First Horizon Corporation
Tennessee
$45.8K +$47.4K +959 New
Bessemer Group
393
Bessemer Group
New Jersey
$42K +$21.9K +443 +104%
FFA
394
Frazier Financial Advisors
Ohio
$38.2K
Nisa Investment Advisors
395
Nisa Investment Advisors
Missouri
$33.4K +$22.8K +460 +192%
HAP
396
Harbor Asset Planning
Massachusetts
$32.3K
SL
397
Salomon & Ludwin
Virginia
$31.6K +$31.8K +642 +1,646%
JWA
398
JFS Wealth Advisors
Pennsylvania
$29.4K +$594 +12 +2%
AAS
399
Ameritas Advisory Services
Nebraska
$26.5K -$30.4K -615 -53%
PWA
400
Physician Wealth Advisors
Utah
$25.2K -$544 -11 -2%