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Name Holding Trade Value Shares
Change
Change in
Stake
NS
351
NBC Securities
Alabama
$34.5K -$15K -1,027 -31%
FDW
352
Fourth Dimension Wealth
Ohio
$33.8K – – –
BTI
353
Blue Trust Inc
Georgia
$32.8K -$23.9K -1,637 -43%
SAI
354
Savvy Advisors Inc
New York
$32.5K +$31.6K +2,163 New
OCWP
355
Owl Creek Wealth Partners
Colorado
$32.1K +$31.2K +2,137 New
Deutsche Bank
356
Deutsche Bank
Germany
$31.5K – – –
B
357
Bayban
Minnesota
$30.6K +$29.4K +2,009 +6,697%
PWPS
358
Pinnacle Wealth Planning Services
Ohio
$30.6K +$965 +66 +3%
UB
359
UMB Bank
Missouri
$29K +$289K +19,762 +162%
HBW
360
Hazlett, Burt & Watson
West Virginia
$29K – – –
OWA
361
Opal Wealth Advisors
New York
$27.7K +$27K +1,844 New
W
362
WealthCollab
Washington
$24.8K – – –
AUB
363
Atlantic Union Bankshares
Virginia
$24.5K +$88 +6 +0.4%
CBT
364
CoreFirst Bank & Trust
Kansas
$24K – – –
HHCP
365
Hilton Head Capital Partners
South Carolina
$23.9K +$88 +6 +0.4%
BCFD
366
Boit C.F. David
$23.6K – – –
IA
367
IFP Advisors
Florida
$23.4K +$1.46K +100 +7%
ME
368
McIlrath & Eck
Washington
$21.9K – – –
VSQM
369
V-Square Quantitative Management
Illinois
$21K +$20.4K +1,395 New
NSIM
370
North Star Investment Management
Illinois
$20.8K – – –
TWD
371
True Wealth Design
Ohio
$20.3K +$14.4K +987 +270%
Bessemer Group
372
Bessemer Group
New Jersey
$20K -$6.78K -464 -26%
TPWA
373
Twin Peaks Wealth Advisors
California
$20K +$19.4K +1,330 New
TPCW
374
TD Private Client Wealth
New York
$19.6K +$14.2K +971 +293%
CSC
375
Caldwell Sutter Capital
California
$18.7K – – –