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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
701
Blue Trust Inc
Georgia
$59.6K -$952 -4 -2%
BTD
702
BankPlus Trust Department
Mississippi
$59.1K – – –
OL
703
OneFund LLC
Florida
$57.7K -$3.57K -15 -6%
ST
704
Smithfield Trust
Pennsylvania
$57K – – –
SWM
705
Spire Wealth Management
Virginia
$56.3K -$952 -4 -2%
IAAG
706
Innovative Asset Advisors Group
Connecticut
$55.6K +$53.3K +224 New
TPCW
707
TD Private Client Wealth
New York
$52.7K +$476 +2 +1%
ZBNA
708
Zions Bancorporation, National Association
Utah
$49.9K +$30.7K +129 +179%
RS
709
Rakuten Securities
Japan
$49.7K – – –
CH
710
Cromwell Holdings
Wyoming
$45.5K +$1.67K +7 +4%
NA
711
NewEdge Advisors
Louisiana
$43K -$1.38M -5,816 -97%
AWM
712
Activest Wealth Management
Florida
$42.5K -$12.1K -51 -23%
W
713
WealthCollab
Washington
$39.2K -$20.5K -86 -35%
PTC
714
Private Trust Company
Ohio
$38.7K – – –
PCM
715
PenderFund Capital Management
British Columbia, Canada
$38.5K +$4.76K +20 +15%
LAS
716
Lloyd Advisory Services
Georgia
$35.5K +$10.7K +45 +46%
KFG
717
Kingdom Financial Group
Arizona
$35.5K +$20.9K +88 +160%
VanEck Associates
718
VanEck Associates
New York
$34K +$30K +126 +1,145%
WTC
719
WhitTier Trust Company
Nevada
$33.2K -$214K -899 -88%
AA
720
Ancora Advisors
Ohio
$32.8K +$7.85K +33 +33%
CA
721
Crewe Advisors
Utah
$31.8K -$238 -1 -0.8%
CFO
722
CVA Family Office
Colorado
$31.8K +$15K +63 +97%
TPWA
723
Twin Peaks Wealth Advisors
California
$31.3K +$30K +126 New
MCM
724
MV Capital Management
Maryland
$30.1K +$8.81K +37 +44%
MFP
725
Meramec Financial Planners
Missouri
$29.5K +$1.67K +7 +7%