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Name Holding Trade Value Shares
Change
Change in
Stake
RE
351
RBC Europe
United Kingdom
$100K
HWA
352
HHM Wealth Advisors
Tennessee
$98K -$18.5K -699 -15%
TFA
353
Toth Financial Advisory
Virginia
$93K -$8.21K -310 -8%
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.6K +$13.2K +500 +16%
LSA
355
Leonteq Securities AG
Switzerland
$90.1K +$12.4K +469 +15%
PA
356
Parallel Advisors
California
$87K +$5.21K +197 +6%
DMBA
357
Deseret Mutual Benefit Administrators
Utah
$84K -$27.1K -1,022 -23%
SWA
358
SOA Wealth Advisors
New York
$77K +$582 +22 +0.7%
WBC
359
West Branch Capital
Massachusetts
$68K
HFM
360
Harvest Fund Management
China
$66K -$89.5K -3,380 -56%
SOW
361
State of Wyoming
Wyoming
$63K +$66.5K +2,512 New
FPS
362
Fieldpoint Private Securities
Connecticut
$60K +$24.5K +927 +63%
ST
363
Sageworth Trust
Pennsylvania
$57K
CFB
364
Cullen/Frost Bankers
Texas
$53K
BFEC
365
Benjamin F. Edwards & Company
Missouri
$49K
SWM
366
Sugarloaf Wealth Management
Georgia
$49K +$13.1K +495 +34%
SC
367
SouthState Corp
Florida
$46K -$2.65K -100 -5%
QCG
368
Quadrant Capital Group
Ohio
$46K +$450 +17 +0.9%
TWA
369
TCI Wealth Advisors
Arizona
$45K +$4.84K +183 +11%
DCM
370
Dupont Capital Management
Delaware
$44K -$426K -16,100 -90%
FCMT
371
Founders Capital Management (Texas)
Texas
$44K +$16.2K +613 +54%
TPCW
372
TD Private Client Wealth
New York
$42.4K -$9.45K -357 -17%
NICM
373
Neo Ivy Capital Management
New York
$39K +$61.6K +2,327 New
Rockefeller Capital Management
374
Rockefeller Capital Management
New York
$38K +$2.2K +83 +6%
CFA
375
Carroll Financial Associates
North Carolina
$30K