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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
651
Sentry Investment Management
Wisconsin
$74K -$22K -345 -23%
CA
652
Clearstead Advisors
Ohio
$72K +$51.8K +812 +346%
LAMC
653
Longview Asset Management (California)
California
$70.5K – – –
AW
654
Avion Wealth
Texas
$69K – – –
GWSG
655
GPS Wealth Strategies Group
Colorado
$68.9K +$3.7K +58 +6%
LCM
656
Logan Capital Management
Pennsylvania
$68.8K – – –
MAM
657
Morse Asset Management
Connecticut
$68.8K – – –
Lazard Asset Management
658
Lazard Asset Management
New York
$66K +$8.36K +131 +16%
WF
659
Wayfinding Financial
Washington
$66K +$61.7K +966 New
GWM
660
Geneos Wealth Management
Colorado
$65.3K – – –
NS
661
NBC Securities
Alabama
$65K +$60.8K +952 New
HCM
662
Hollencrest Capital Management
California
$62.8K +$9.58K +150 +20%
HIA
663
Harbor Investment Advisory
Maryland
$60.9K – – –
MCM
664
Manchester Capital Management
Vermont
$60.7K +$15.4K +241 +38%
HCA
665
Harbor Capital Advisors
Illinois
$56K +$18.1K +284 +54%
T
666
Transce3nd
Texas
$53.4K -$2.3K -36 -4%
TPCW
667
TD Private Client Wealth
New York
$50.5K -$12K -188 -20%
CAL
668
Capital Analysts LLC
Pennsylvania
$49K +$192 +3 +0.4%
Bank Julius Baer & Co
669
Bank Julius Baer & Co
Switzerland
$46.8K +$43.4K +680 New
FNWM
670
Financial Network Wealth Management
Utah
$46K +$43.1K +675 New
CFD
671
Creative Financial Designs
Indiana
$45.9K +$319 +5 +0.8%
ME
672
McIlrath & Eck
Washington
$45.2K – – –
PC
673
Promus Capital
Illinois
$44.6K – – –
DMBA
674
Deseret Mutual Benefit Administrators
Utah
$43.7K -$9.7K -152 -19%
PTC
675
Private Trust Company
Ohio
$42.8K +$25.3K +396 +175%