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Name Holding Trade Value Shares
Change
Change in
Stake
QPBE
476
Quintet Private Bank (Europe)
Luxembourg
$51.8K +$53K +1,500 New
Group One Trading
477
Group One Trading
Illinois
$50.3K +$51.4K +1,455 New
PS
478
Planning Strategies
Pennsylvania
$47.1K +$48.3K +1,365 New
RFS
479
Richardson Financial Services
Massachusetts
$47K – – –
TWD
480
True Wealth Design
Ohio
$46.2K +$27.4K +776 +138%
GAMA
481
Graticule Asia Macro Advisors
New York
$44.8K +$45.8K +1,296 New
VFM
482
Vision Financial Markets
Connecticut
$44K – – –
VCM
483
Versant Capital Management
Arizona
$43.8K +$14K +397 +46%
FHC
484
First Horizon Corporation
Tennessee
$43.6K +$44.6K +1,262 New
BFS
485
Bare Financial Services
Pennsylvania
$42.6K – – –
AWM
486
Aberdeen Wealth Management
Illinois
$41.8K +$42.8K +1,210 New
DMBA
487
Deseret Mutual Benefit Administrators
Utah
$40.6K – – –
CA
488
Clearstead Advisors
Ohio
$39.1K +$37.4K +1,057 +1,409%
LWCFA
489
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$38.1K – – –
CA
490
Continuum Advisory
Idaho
$36.8K +$37.6K +1,064 New
KB
491
Kimelman & Baird
New York
$36.3K – – –
FWA
492
Flagship Wealth Advisors
Massachusetts
$36.2K +$9.4K +266 +34%
HNB
493
Huntington National Bank
Ohio
$35K – – –
PWPS
494
Pinnacle Wealth Planning Services
Ohio
$34.6K +$3.18K +90 +10%
PGAM
495
Princeton Global Asset Management
New Jersey
$34.5K – – –
SIC
496
SJS Investment Consulting
Ohio
$34.3K +$33.9K +960 +3,000%
CJ
497
Caitlin John
Michigan
$33.8K +$35 +1 +0.1%
HI
498
Harbour Investments
Wisconsin
$33.5K -$3.43K -97 -9%
Mitsubishi UFJ Asset Management
499
Mitsubishi UFJ Asset Management
Japan
$32.8K – – –
WA
500
WPG Advisers
Maryland
$32.6K +$4.35K +123 +15%