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Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
601
Live Oak Investment Partners
Texas
$27.4K – – –
W
602
WealthCollab
Washington
$27K – – –
HWM
603
Hemington Wealth Management
Virginia
$27K +$4.55K +66 +21%
CIAM
604
Caitong International Asset Management
Hong Kong
$24.8K +$23.4K +340 New
BWM
605
Bullock Wealth Management
Indiana
$24.6K +$14.1K +205 +155%
LWANC
606
Laurel Wealth Advisors (North Carolina)
North Carolina
$23.7K – – –
PWMG
607
Private Wealth Management Group
New Jersey
$23.4K -$1.45K -21 -6%
TPCW
608
TD Private Client Wealth
New York
$23.2K – – –
BIA
609
Bell Investment Advisors
California
$22.6K +$276 +4 +1%
WT
610
Whittier Trust
California
$22.5K +$8.27K +120 +64%
WA
611
Whipplewood Advisors
Colorado
$22.3K +$21K +305 New
TWD
612
True Wealth Design
Ohio
$21.8K +$1.45K +21 +8%
NCM
613
Northwest Capital Management
Oregon
$21.2K – – –
RS
614
R Squared
Hong Kong
$20.4K +$19.3K +280 New
CAS
615
Coppell Advisory Solutions
Texas
$19.4K -$26.5K -384 -59%
LSA
616
Leonteq Securities AG
Switzerland
$19.4K +$1.24K +18 +7%
HCM
617
Hollencrest Capital Management
California
$17.2K +$138 +2 +0.9%
JWA
618
JFS Wealth Advisors
Pennsylvania
$16.8K – – –
CMP
619
Coston McIsaac & Partners
Maine
$16K – – –
RIL
620
Rothschild Investment LLC
Illinois
$15.3K – – –
ADL
621
Asset Dedication LLC
California
$14.8K – – –
SWA
622
SOA Wealth Advisors
New York
$14.3K – – –
CTWM
623
Cherry Tree Wealth Management
Minnesota
$13.1K -$3.65K -53 -23%
AAG
624
Armstrong Advisory Group
Massachusetts
$12.2K – – –
Mitsubishi UFJ Asset Management
625
Mitsubishi UFJ Asset Management
Japan
$11.8K – – –