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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
801
Transamerica Financial Advisors
Florida
$50.6K -$636 -2 -1%
MPWT
802
MassMutual Private Wealth & Trust
Connecticut
$49.5K +$11.1K +35 +28%
SIM
803
Sentry Investment Management
Wisconsin
$49K – – –
MSE
804
MUFG Securities EMEA
United Kingdom
$47.9K +$49K +154 New
CB
805
Community Bank
New York
$46.7K – – –
HAP
806
Harbor Asset Planning
Massachusetts
$45.4K +$46.4K +146 New
SWM
807
Spire Wealth Management
Virginia
$44.2K -$282K -887 -86%
CH
808
Cromwell Holdings
Wyoming
$43.9K +$1.59K +5 +4%
OL
809
OneFund LLC
Florida
$43K +$43.9K +138 New
CA
810
Clearstead Advisors
Ohio
$42K +$5.73K +18 +15%
OP
811
ORG Partners
Indiana
$41.1K -$9.23K -29 -18%
HWM
812
Hemington Wealth Management
Virginia
$39K -$318 -1 -0.8%
PTC
813
Private Trust Company
Ohio
$38.6K -$16.9K -53 -30%
CBT
814
CoreFirst Bank & Trust
Kansas
$37K +$37.9K +119 New
FHA
815
First Horizon Advisors
Tennessee
$35.5K -$3.82K -12 -10%
TSMHT
816
Thurston Springer Miller Herd & Titak
Indiana
$34.2K +$12.1K +38 +53%
GLF
817
Groupe la Francaise
France
$33.3K +$2.54K +8 +8%
RF
818
Robinswood Financial
Washington
$32K – – –
AGWCA
819
Annis Gardner Whiting Capital Advisors
Florida
$31.4K +$7.32K +23 +29%
RA
820
Ransom Advisory
Rhode Island
$31.1K – – –
DIP
821
DT Investment Partners
Pennsylvania
$30.2K – – –
VWWMG
822
Vermillion & White Wealth Management Group
Pennsylvania
$29.6K +$15K +47 +98%
AAS
823
Ameritas Advisory Services
Nebraska
$29.6K +$30.2K +95 New
NS
824
NBC Securities
Alabama
$29K -$151K -475 -83%
T
825
TOBAM
France
$29K +$29.6K +93 New