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Name Holding Trade Value Shares
Change
Change in
Stake
EP
201
Essential Partners
California
$9.43K +$6.54K +126 +238%
EB
202
Eastern Bank
Massachusetts
$9.27K
C
203
Covestor
United Kingdom
$9K +$1.04K +20 +12%
BTI
204
Blue Trust Inc
Georgia
$8.85K
GWP
205
Gen-Wealth Partners
Michigan
$8.85K
KG
206
Kilter Group
New York
$8.75K +$8.61K +166 New
US Bancorp
207
US Bancorp
Minnesota
$8.06K -$1.66K -32 -17%
Federated Hermes
208
Federated Hermes
Pennsylvania
$8.06K +$7.94K +153 New
AF
209
Advisornet Financial
Minnesota
$7.9K
TCOV
210
Trust Company of Vermont
Vermont
$7.9K +$7.78K +150 New
MPWT
211
MassMutual Private Wealth & Trust
Connecticut
$7.64K +$1.14K +22 +18%
HPC
212
HM Payson & Co
Maine
$7.48K
RIL
213
Rothschild Investment LLC
Illinois
$6.74K +$3.84K +74 +137%
BFS
214
Bare Financial Services
Pennsylvania
$6.59K +$3.32K +64 +105%
VCM
215
Versant Capital Management
Arizona
$5.95K
Los Angeles Capital Management
216
Los Angeles Capital Management
California
$5.58K -$211K -4,060 -97%
BCPWM
217
Bradley & Co Private Wealth Management
Florida
$5.58K
Optiver Holding
218
Optiver Holding
Netherlands
$4.85K +$4.77K +92 New
TPCW
219
TD Private Client Wealth
New York
$4.48K
CPG
220
Cornerstone Planning Group
New Jersey
$3.6K -$363 -7 -10%
TWD
221
True Wealth Design
Ohio
$3.27K +$3.22K +62 New
FFO
222
Fortitude Family Office
Arizona
$2.06K +$2.02K +39 New
S
223
Sachetta
Massachusetts
$2K
CAL
224
Capital Advisors Ltd
Ohio
$2K
CFM
225
Cornerstone Financial Management
Massachusetts
$1.9K