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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
626
Harbor Investment Advisory
Maryland
$43.6K +$27.9K +1,068 +214%
BTI
627
Blue Trust Inc
Georgia
$43.2K -$9.57K -367 -19%
CH
628
Canton Hathaway
Rhode Island
$42.7K -$66.7K -2,558 -63%
PWM
629
Proathlete Wealth Management
Florida
$41.7K – – –
PFO
630
Pioneer Family Office
Florida
$41.7K +$39.1K +1,500 New
TPCW
631
TD Private Client Wealth
New York
$40.4K -$13K -500 -26%
CIAM
632
Caitong International Asset Management
Hong Kong
$40.2K -$356K -13,666 -90%
QL
633
Quarry LP
New York
$36.5K -$81.7K -3,132 -70%
HNW
634
High Note Wealth
Minnesota
$35.5K +$20.5K +787 +161%
HI
635
Harbour Investments
Wisconsin
$34.8K -$22.6K -865 -41%
MA
636
Montag & Associates
Georgia
$34.4K -$5.71K -219 -15%
UOTTAIMCU
637
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$33.4K – – –
PSB
638
Piscataqua Savings Bank
New Hampshire
$33.4K – – –
EI
639
EFG International
$32.7K – – –
SWM
640
Spire Wealth Management
Virginia
$31.5K -$22.7K -869 -43%
AA
641
Ancora Advisors
Ohio
$31K – – –
TWM
642
Tradition Wealth Management
Minnesota
$30.2K +$28.3K +1,087 New
CSPIA
643
Cary Street Partners Investment Advisory
Virginia
$29K +$17.6K +674 +184%
CCA
644
Catalyst Capital Advisors
New York
$28.9K -$142K -5,460 -84%
AT
645
Avalon Trust
New Mexico
$27.8K – – –
NRG
646
Nemes Rush Group
Michigan
$27.8K – – –
SAM
647
Smartleaf Asset Management
Massachusetts
$26.3K – – –
CA
648
CoreCap Advisors
Michigan
$25K -$6.42K -246 -22%
CAM
649
Chesapeake Asset Management
New York
$24.8K -$14.3K -550 -38%
APFP
650
Action Point Financial Planning
Michigan
$24.4K +$22.9K +879 New