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Verisk Analytics

Name Holding Trade Value Shares
Change
Change in
Stake
Steward Partners Investment Advisory
626
Steward Partners Investment Advisory
New York
$145K +$60.8K +332 +68%
BCM
627
Blume Capital Management
California
$139K +$144K +786 New
Smithfield Trust
628
Smithfield Trust
Pennsylvania
$122K +$44.1K +241 +53%
AIM
629
Acropolis Investment Management
Missouri
$113K – – –
Belpointe Asset Management
630
Belpointe Asset Management
Nevada
$113K +$117K +638 New
PA
631
Perennial Advisors
New York
$111K – – –
IPW
632
IronBridge Private Wealth
Texas
$100K – – –
Central Trust Company
633
Central Trust Company
Missouri
$96K -$2.75K -15 -3%
HIA
634
Harbor Investment Advisory
Maryland
$95K – – –
WhitTier Trust Company
635
WhitTier Trust Company
Nevada
$95K +$4.21K +23 +4%
AIC
636
Ameritas Investment Company
Nebraska
$89.4K +$92.7K +506 New
Carson Wealth (CWM LLC)
637
Carson Wealth (CWM LLC)
Nebraska
$89K – – –
CX Institutional
638
CX Institutional
Indiana
$82K +$11.9K +65 +16%
IAIM
639
International Assets Investment Management
Florida
$80K +$3.68M +20,103 +100%
First Horizon Advisors
640
First Horizon Advisors
Tennessee
$77K -$33.1K -181 -29%
BCA
641
Berman Capital Advisors
Georgia
$77K +$42.1K +230 +109%
KFP
642
KB Financial Partners
New Jersey
$77K +$79.7K +435 New
NR
643
Newfound Research
Massachusetts
$73K -$36.4K -199 -33%
Penserra Capital Management
644
Penserra Capital Management
California
$71K +$11.7K +64 +19%
TCWM
645
Total Clarity Wealth Management
Illinois
$71K +$73.3K +400 New
EP
646
Eudaimonia Partners
Tennessee
$69K -$664K -3,624 -90%
SC
647
Solstein Capital
California
$68K +$70.3K +384 New
Clearstead Advisors
648
Clearstead Advisors
Ohio
$67K – – –
HM Payson & Co
649
HM Payson & Co
Maine
$67K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
650
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$66K -$12.1M -66,102 -99%