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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
626
Smartleaf Asset Management
Massachusetts
$270K +$75.1K +312 +36%
WC
627
Woodstock Corp
Massachusetts
$270K – – –
VT
628
Vise Technologies
New York
$267K +$282K +1,170 New
Bank Julius Baer & Co
629
Bank Julius Baer & Co
Switzerland
$267K +$255K +1,060 New
FCP
630
Fidelis Capital Partners
Florida
$267K +$2.65K +11 +1%
PP
631
Patten & Patten
Tennessee
$267K – – –
AIC
632
Archer Investment Corporation
Indiana
$265K – – –
TWC
633
TD Waterhouse Canada
Ontario, Canada
$264K +$8.19K +34 +3%
PWP
634
Phillips Wealth Planners
Mississippi
$263K +$241 +1 +0.1%
AAM
635
Advisors Asset Management
Colorado
$263K +$277K +1,149 New
Federated Hermes
636
Federated Hermes
Pennsylvania
$260K +$87.9K +365 +47%
PPWP
637
Premier Path Wealth Partners
New Jersey
$260K +$6.74K +28 +3%
AAS
638
Avantax Advisory Services
Texas
$257K -$12.5K -52 -4%
TNA
639
True North Advisors
Texas
$257K +$271K +1,125 New
JCM
640
Jacobi Capital Management
Pennsylvania
$257K +$271K +1,124 New
SW
641
SVB Wealth
Massachusetts
$257K +$270K +1,123 New
AWM
642
Angeles Wealth Management
California
$257K – – –
DP
643
Dearborn Partners
Illinois
$256K – – –
CA
644
Commerzbank Aktiengesellschaft
Germany
$250K +$39.7K +165 +18%
ET
645
Entropy Technologies
New York
$249K -$1.58M -6,581 -86%
OFA
646
Oak Family Advisors
Illinois
$248K -$1.12M -4,638 -81%
AFG
647
Atomi Financial Group
New York
$246K +$259K +1,076 New
KAS
648
KPP Advisory Services
Kentucky
$245K -$54.2K -225 -17%
CGL
649
Clarius Group LLC
Washington
$245K +$963 +4 +0.4%
DP
650
DDD Partners
Washington
$243K +$482 +2 +0.2%