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Name Holding Trade Value Shares
Change
Change in
Stake
HI
501
Harbour Investments
Wisconsin
$48.8K +$16.8K +225 +55%
TCM
502
Tradewinds Capital Management
Washington
$46.3K – – –
SIM
503
Synergy Investment Management
Florida
$44.1K +$42.7K +572 New
LSA
504
Leonteq Securities AG
Switzerland
$43.8K +$36.7K +492 +647%
AT
505
Avalon Trust
New Mexico
$42.9K – – –
AA
506
AlphaCentric Advisors
Puerto Rico
$41K -$33.7K -452 -46%
W
507
WealthCollab
Washington
$39.7K +$3.06K +41 +9%
Toronto Dominion Bank
508
Toronto Dominion Bank
Ontario, Canada
$39K -$970 -13 -3%
MB
509
MidFirst Bank
Oklahoma
$38.6K -$4.25K -57 -10%
PH
510
Pinnacle Holdings
Oklahoma
$38.6K – – –
MPWT
511
MassMutual Private Wealth & Trust
Connecticut
$36.6K -$12.1K -162 -25%
TPCW
512
TD Private Client Wealth
New York
$36.4K +$12.1K +162 +52%
CA
513
Crewe Advisors
Utah
$35.2K – – –
WT
514
Whittier Trust
California
$34.8K +$24.1K +323 +254%
TWC
515
TD Waterhouse Canada
Ontario, Canada
$34.1K -$427K -5,726 -93%
MG
516
Mather Group
Illinois
$32.2K +$31.2K +418 New
GWM
517
Geneos Wealth Management
Colorado
$30.9K +$29.9K +400 New
OCWP
518
Owl Creek Wealth Partners
Colorado
$30.5K +$29.5K +395 New
Mitsubishi UFJ Asset Management
519
Mitsubishi UFJ Asset Management
Japan
$27.7K – – –
PTC
520
Private Trust Company
Ohio
$27.3K +$10.2K +137 +63%
BIA
521
Bell Investment Advisors
California
$26.7K -$5.9K -79 -19%
SS
522
Sunbelt Securities
Texas
$26.6K +$970 +13 +4%
SC
523
Stance Capital
Massachusetts
$25.1K +$24.3K +326 New
AGWCA
524
Annis Gardner Whiting Capital Advisors
Florida
$24.6K +$23.8K +319 New
TWD
525
True Wealth Design
Ohio
$24K +$12.5K +168 +117%