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Name Holding Trade Value Shares
Change
Change in
Stake
CFO
626
CVA Family Office
Colorado
$45.6K -$273 -3 -0.6%
CH
627
Cromwell Holdings
Wyoming
$45.5K +$2.09K +23 +5%
TWIM
628
TIAA Wealth Investment Management
New York
$44K
OL
629
OneFund LLC
Florida
$43.5K -$909 -10 -2%
CIAM
630
Caitong International Asset Management
Hong Kong
$43.5K +$43.1K +474 New
WIP
631
WealthCare Investment Partners
Rhode Island
$41.8K +$3.79M +41,758 New
BAM
632
Bellevue Asset Management
Washington
$41K
CAL
633
Capital Advisors Ltd
Ohio
$41K
SWA
634
SOA Wealth Advisors
New York
$40.3K
PTC
635
Private Trust Company
Ohio
$40.2K +$182 +2 +0.5%
OCWP
636
Owl Creek Wealth Partners
Colorado
$40K +$909 +10 +2%
BONH
637
Bank of New Hampshire
New Hampshire
$37.9K
GWM
638
Geneos Wealth Management
Colorado
$37.2K
HFM
639
Hartford Financial Management
Connecticut
$36.8K
GEA
640
Glen Eagle Advisors
New Jersey
$36.7K
GG
641
Gleason Group
Kentucky
$34.6K
FMP
642
Financial Management Professionals
Texas
$33.5K
EWP
643
Elevation Wealth Partners
California
$33.1K +$27.5K +303 +522%
PCM
644
Peregrine Capital Management
Minnesota
$33K +$32.7K +360 New
BIAS
645
Beacon Investment Advisory Services
New Jersey
$32.1K
CTC
646
Central Trust Company
Missouri
$31.1K +$2.27K +25 +8%
AUB
647
Atlantic Union Bankshares
Virginia
$30.5K
CMA
648
Cedar Mountain Advisors
Oregon
$30.4K
ZBNA
649
Zions Bancorporation, National Association
Utah
$30.2K +$6.63K +73 +29%
HB
650
Horizon Bancorp
Indiana
$30K