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Name Holding Trade Value Shares
Change 		Change in
Stake
W
701
WealthCollab
Washington
$75.7K +$4.88K +18 +7%
SWA
702
SOA Wealth Advisors
New York
$72.7K +$271 +1 +0.4%
OWP
703
ORG Wealth Partners
Texas
$72K +$67.5K +249 New
SIM
704
Sentry Investment Management
Wisconsin
$71K – – –
GAA
705
Global Assets Advisory
Florida
$69.4K +$65K +240 New
MSE
706
MUFG Securities EMEA
United Kingdom
$69.3K +$65K +240 New
BTD
707
BankPlus Trust Department
Mississippi
$68.7K – – –
PFBT
708
Parkside Financial Bank & Trust
Missouri
$68.5K +$2.98K +11 +5%
PTC
709
Private Trust Company
Ohio
$67.9K -$16.3K -60 -20%
AAM
710
Advisors Asset Management
Colorado
$65.8K +$8.13K +30 +15%
ZBNA
711
Zions Bancorporation, National Association
Utah
$65.3K +$10.3K +38 +20%
OL
712
OneFund LLC
Florida
$64K +$60.1K +222 New
CIAM
713
Caitong International Asset Management
Hong Kong
$62.7K +$22.5K +83 +62%
PWA
714
Physician Wealth Advisors
Utah
$62.4K +$1.08K +4 +2%
CIA
715
Cape Investment Advisory
Georgia
$61.2K +$1.35K +5 +2%
TPCW
716
TD Private Client Wealth
New York
$58.9K +$55.3K +204 New
CFB
717
Cullen/Frost Bankers
Texas
$57.8K – – –
WA
718
Whipplewood Advisors
Colorado
$57.8K +$3.79K +14 +8%
RIL
719
Rothschild Investment LLC
Illinois
$56.9K +$271 +1 +0.5%
CH
720
Cromwell Holdings
Wyoming
$52K +$2.17K +8 +5%
CMP
721
Coston McIsaac & Partners
Maine
$43K – – –
TFIPS
722
Towarzystwo Funduszy Inwestycyjnych PZU SA
$37.5K +$16.3K +60 +86%
CA
723
Crewe Advisors
Utah
$37K – – –
GWM
724
Geneos Wealth Management
Colorado
$34.7K -$38.7K -143 -54%
AAS
725
Ameritas Advisory Services
Nebraska
$34.4K +$32.2K +119 New
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