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Name Holding Trade Value Shares
Change
Change in
Stake
CA
276
Clearstead Advisors
Ohio
$24.3K +$1.76K +15 +8%
WIM
277
Westside Investment Management
California
$24.2K +$12.9K +110 +122%
AF
278
Allworth Financial
California
$23.4K +$10.6K +90 +86%
RA
279
Rise Advisors
New York
$19.5K
TWD
280
True Wealth Design
Ohio
$17.9K +$235 +2 +1%
RIL
281
Rothschild Investment LLC
Illinois
$17.4K +$13.5K +115 +383%
W
282
WealthCollab
Washington
$17K
HCA
283
Harbor Capital Advisors
Illinois
$17K -$118 -1 -0.7%
EWA
284
EverSource Wealth Advisors
Alabama
$16.4K +$2.35K +20 +17%
FFA
285
Farther Finance Advisors
California
$14.1K +$3.65K +31 +36%
QL
286
Quarry LP
New York
$13.1K +$12.8K +109 New
PTC
287
Private Trust Company
Ohio
$12.8K -$1.18K -10 -9%
GXJ
288
Global X Japan
Japan
$12.3K -$3.41K -29 -22%
Bessemer Group
289
Bessemer Group
New Jersey
$12K
BBHC
290
Brown Brothers Harriman & Co
New York
$10.8K +$10.6K +90 New
SAM
291
Smartleaf Asset Management
Massachusetts
$10.8K +$2.47K +21 +31%
CIAM
292
Caitong International Asset Management
Hong Kong
$9.35K +$9.18K +78 New
KFI
293
Key Financial Inc
Pennsylvania
$9.32K
RFP
294
Root Financial Partners
California
$8.51K +$8.36K +71 New
MPWT
295
MassMutual Private Wealth & Trust
Connecticut
$8.27K
WA
296
WPG Advisers
Maryland
$8.15K +$2.71K +23 +51%
WANY
297
Wealthspire Advisors (New York)
New York
$7.43K +$7.3K +62 New
FC
298
Fairscale Capital
New Hampshire
$6.95K
BIA
299
Bell Investment Advisors
California
$6.47K +$471 +4 +8%
PFBT
300
Parkside Financial Bank & Trust
Missouri
$5.51K +$353 +3 +7%