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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
401
Orion Capital Management
California
$3.24K
First Manhattan
402
First Manhattan
New York
$3.24K +$3.22K +100 New
CFG
403
CKW Financial Group
Hawaii
$3K
AW
404
Avion Wealth
Texas
$3K +$3.51K +109 New
CMBA
405
C.M. Bidwell & Associates
Hawaii
$2.98K
TWA
406
TCI Wealth Advisors
Arizona
$2.95K -$2.9K -90 -50%
HI
407
Harbour Investments
Wisconsin
$2.79K
CTA
408
Colonial Trust Advisors
South Carolina
$2.56K
LWCFA
409
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.43K
Allspring Global Investments
410
Allspring Global Investments
North Carolina
$2.4K -$1.61K -50 -40%
MPWT
411
MassMutual Private Wealth & Trust
Connecticut
$2.21K +$643 +20 +42%
SWA
412
SOA Wealth Advisors
New York
$2.14K
WT
413
Washington Trust
Rhode Island
$2.08K -$3.47K -108 -63%
RDIA
414
RE Dickinson Investment Advisors
Iowa
$2K
Lazard Asset Management
415
Lazard Asset Management
New York
$2K +$193 +6 +11%
FWM
416
Focused Wealth Management
New York
$1.95K
NL
417
NVWM LLC
Pennsylvania
$1.88K
PS
418
PayPay Securities
Japan
$1.65K -$193 -6 -11%
BWL
419
Bogart Wealth LLC
Virginia
$1.65K +$1.48K +46 +920%
CAC
420
Core Alternative Capital
Georgia
$1.49K +$161 +5 +12%
CWM
421
CarsonAllaria Wealth Management
Illinois
$1.43K
CWA
422
Clearview Wealth Advisors
Oregon
$1.23K +$161 +5 +15%
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$1.17K -$386 -12 -25%
SWA
424
Sutton Wealth Advisors
Florida
$1.14K -$20.1K -625 -95%
VF
425
VitalStone Financial
Texas
$1K -$1.29K -40 -80%