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Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
351
Chevy Chase Trust
Maryland
$218K +$204K +692 New
CWM
352
Circle Wealth Management
New Jersey
$217K +$204K +690 New
KP
353
Keel Point
Alabama
$217K +$204K +691 New
Truist Financial
354
Truist Financial
North Carolina
$214K -$140K -476 -41%
PCM
355
Prelude Capital Management
New York
$211K +$197K +669 New
AG
356
Algert Global
California
$210K +$197K +667 New
OFS
357
OneAscent Financial Services
Alabama
$209K +$196K +663 New
Allianz Asset Management
358
Allianz Asset Management
Germany
$208K +$195K +661 New
CC
359
Cipher Capital
New York
$201K -$1.76M -5,951 -90%
IFG
360
Independent Financial Group
California
$200K +$188K +636 New
MC
361
Moors & Cabot
Massachusetts
$200K +$189K +640 New
HFM
362
Harvest Fund Management
China
$185K +$45.4K +154 +35%
RE
363
RBC Europe
United Kingdom
$175K +$88.5K +300 +118%
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$172K
HI
365
Harbour Investments
Wisconsin
$165K +$155K +525 New
FMLI
366
Fukoku Mutual Life Insurance
Japan
$157K
S
367
SignatureFD
Georgia
$157K +$9.74K +33 +7%
SFS
368
Sowell Financial Services
Arkansas
$144K +$10.3K +35 +7%
PA
369
Parallel Advisors
California
$136K +$22.4K +76 +21%
CAGAS
370
Capital Advisory Group Advisory Services
Minnesota
$126K +$118K +401 New
CA
371
Crewe Advisors
Utah
$121K
AF
372
Advisornet Financial
Minnesota
$114K -$13.3K -45 -11%
SAM
373
Shell Asset Management
Netherlands
$94K -$44.6K -151 -33%
MHR
374
Matthew Hamilton Rosenberg
$94K
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$78K