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Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
626
AssetMark Inc
California
$53.6K +$4.45K +49 +9%
QC
627
Quent Capital
New York
$53K +$273 +3 +0.5%
SIC
628
SJS Investment Consulting
Ohio
$51.5K -$1.54K -17 -3%
TCOV
629
Trust Company of Vermont
Vermont
$50.4K +$49.9K +549 New
SS
630
SBI Securities
Japan
$46.1K -$182 -2 -0.4%
TIM
631
Thompson Investment Management
Wisconsin
$45.9K – – –
CFO
632
CVA Family Office
Colorado
$45.6K -$273 -3 -0.6%
CH
633
Cromwell Holdings
Wyoming
$45.5K +$2.09K +23 +5%
TWIM
634
TIAA Wealth Investment Management
New York
$44K – – –
OL
635
OneFund LLC
Florida
$43.5K -$909 -10 -2%
CIAM
636
Caitong International Asset Management
Hong Kong
$43.5K +$43.1K +474 New
WIP
637
WealthCare Investment Partners
Rhode Island
$41.8K +$3.79M +41,758 New
BAM
638
Bellevue Asset Management
Washington
$41K – – –
CAL
639
Capital Advisors Ltd
Ohio
$41K – – –
SWA
640
SOA Wealth Advisors
New York
$40.3K – – –
PTC
641
Private Trust Company
Ohio
$40.2K +$182 +2 +0.5%
OCWP
642
Owl Creek Wealth Partners
Colorado
$40K +$909 +10 +2%
BONH
643
Bank of New Hampshire
New Hampshire
$37.9K – – –
GWM
644
Geneos Wealth Management
Colorado
$37.2K – – –
HFM
645
Hartford Financial Management
Connecticut
$36.8K – – –
GEA
646
Glen Eagle Advisors
New Jersey
$36.7K – – –
GG
647
Gleason Group
Kentucky
$34.6K – – –
FMP
648
Financial Management Professionals
Texas
$33.5K – – –
EWP
649
Elevation Wealth Partners
California
$33.1K +$27.5K +303 +522%
PCM
650
Peregrine Capital Management
Minnesota
$33K +$32.7K +360 New