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Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
626
Trust Company of Vermont
Vermont
$42.1K – – –
AEPWM
627
Atlantic Edge Private Wealth Management
Florida
$40.4K – – –
NSG
628
Nalls Sherbakoff Group
Tennessee
$40.4K – – –
Mitsubishi UFJ Asset Management
629
Mitsubishi UFJ Asset Management
Japan
$38.6K – – –
TWD
630
True Wealth Design
Ohio
$34.8K +$3.79K +48 +13%
NEWAS
631
N.E.W. Advisory Services
Wisconsin
$34.5K – – –
SIS
632
Sound Income Strategies
Florida
$34.4K +$158 +2 +0.5%
NSIM
633
North Star Investment Management
Illinois
$34.3K +$158 +2 +0.5%
AF
634
Aviso Financial
Ontario, Canada
$32.8K – – –
AP
635
Atwood & Palmer
Missouri
$32.3K +$15.8K +200 +100%
BC
636
Barrett & Company
Rhode Island
$32K – – –
DMBA
637
Deseret Mutual Benefit Administrators
Utah
$32K – – –
HWA
638
Heritage Wealth Advisors
Virginia
$31.3K – – –
LWMI
639
Legacy Wealth Management (Idaho)
Idaho
$29.9K – – –
W
640
WealthCollab
Washington
$29.9K – – –
LIS
641
Legacy Investment Solutions
Idaho
$29.9K +$29.2K +370 New
BIA
642
Bell Investment Advisors
California
$28.4K +$2.84K +36 +11%
QPBE
643
Quintet Private Bank (Europe)
Luxembourg
$28.3K +$27.6K +350 New
HCA
644
Harbor Capital Advisors
Illinois
$28K +$5.53K +70 +25%
BWM
645
Bullock Wealth Management
Indiana
$27.7K – – –
RA
646
Rise Advisors
New York
$27.3K +$1.26K +16 +5%
MPWT
647
MassMutual Private Wealth & Trust
Connecticut
$26.5K -$7.58K -96 -23%
TPCW
648
TD Private Client Wealth
New York
$26.2K – – –
NCM
649
Northwest Capital Management
Oregon
$23.4K – – –
WPA
650
Wealth Preservation Advisors
Tennessee
$23.2K -$28.2K -357 -55%