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Name Holding Trade Value Shares
Change
Change in
Stake
MWA
501
Medallion Wealth Advisors
Connecticut
$81.4K
PS
502
Principal Securities
Iowa
$80.9K -$71.8K -992 -50%
HCM
503
Hollencrest Capital Management
California
$80.3K
GWM
504
Geneos Wealth Management
Colorado
$80.1K -$71.6K -989 -50%
CAL
505
Capital Analysts LLC
Pennsylvania
$76K +$16.9K +234 +33%
BTI
506
Blue Trust Inc
Georgia
$73.1K +$1.88K +26 +3%
CCA
507
Catalyst Capital Advisors
New York
$72.8K +$65.6K +907 New
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$69.8K +$1.95K +27 +3%
DJSG
509
D.J. St. Germain
Massachusetts
$68.2K +$21.7K +300 +55%
GSWM
510
Golden State Wealth Management
California
$66K
SA
511
SRH Advisors
Kansas
$66K
LFG
512
Larson Financial Group
Missouri
$66K +$4.2K +58 +8%
Federated Hermes
513
Federated Hermes
Pennsylvania
$63.1K -$1.16K -16 -2%
Lazard Asset Management
514
Lazard Asset Management
New York
$62K +$56.6K +783 New
MHR
515
Matthew Hamilton Rosenberg
$60.2K +$54.3K +750 New
LSA
516
Leonteq Securities AG
Switzerland
$56.4K -$8.9K -123 -15%
SAM
517
Smartleaf Asset Management
Massachusetts
$54K -$15.7K -217 -24%
HPC
518
HM Payson & Co
Maine
$53.8K -$1.81K -25 -4%
SIM
519
Sentry Investment Management
Wisconsin
$46K
HWM
520
Hemington Wealth Management
Virginia
$45K +$5.64K +78 +16%
TCOV
521
Trust Company of Vermont
Vermont
$44.1K
AA
522
Addison Advisors
Vermont
$43.4K +$39.1K +541 New
MSE
523
MUFG Securities EMEA
United Kingdom
$43.2K -$2.86M -39,462 -99%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$42.7K -$3.69K -51 -9%
WA
525
WPG Advisers
Maryland
$41.7K +$27K +373 +255%