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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
601
Wilmington Savings Fund Society
Delaware
$153K -$11.4K -50 -8%
KC
602
Knuff & Co
California
$152K +$136K +600 New
AF
603
Allworth Financial
California
$145K +$21.4K +94 +20%
TC
604
Tacita Capital
Ontario, Canada
$140K – – –
SAM
605
Smartleaf Asset Management
Massachusetts
$136K -$1.36K -6 -1%
CA
606
Clearstead Advisors
Ohio
$132K +$118K +520 New
LWCFA
607
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K – – –
GM
608
GeoWealth Management
Illinois
$119K -$26.6K -117 -20%
LSA
609
Leonteq Securities AG
Switzerland
$118K +$64.1K +282 +152%
CB
610
Centennial Bank
Arkansas
$109K – – –
BBHC
611
Brown Brothers Harriman & Co
New York
$109K +$10K +44 +11%
IA
612
IFP Advisors
Florida
$103K +$13.4K +59 +17%
HIIFS
613
Harel Insurance Investments & Financial Services
Israel
$94K +$69.1K +304 +468%
BTI
614
Blue Trust Inc
Georgia
$91.9K +$65.7K +289 +396%
ST
615
Smithfield Trust
Pennsylvania
$82K +$18.6K +82 +35%
OIAM
616
OFI Invest Asset Management
France
$80.8K +$78.2K +344 New
LFG
617
Larson Financial Group
Missouri
$77.2K +$39.1K +172 +130%
PTC
618
Private Trust Company
Ohio
$74.9K – – –
CAL
619
Capital Advisors Ltd
Ohio
$70K +$454 +2 +0.7%
FWA
620
FSC Wealth Advisors
New York
$66.3K -$2.5K -11 -4%
SWA
621
SOA Wealth Advisors
New York
$63.7K – – –
QC
622
Quent Capital
New York
$63.2K – – –
W
623
WealthCollab
Washington
$61.9K +$21.6K +95 +64%
BTD
624
BankPlus Trust Department
Mississippi
$60.4K – – –
AAP
625
Arax Advisory Partners
Colorado
$59.4K -$33.2K -146 -38%