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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
326
Tortoise Investment Management
New York
$20.7K
TCOV
327
Trust Company of Vermont
Vermont
$18.3K
LC
328
Lindbrook Capital
California
$17.6K +$709 +3 +4%
PHK
329
Point72 Hong Kong
Hong Kong
$16.4K +$15.8K +67 New
PFBT
330
Parkside Financial Bank & Trust
Missouri
$16.1K +$7.8K +33 +100%
UB
331
UMB Bank
Missouri
$14.9K +$6.85K +29 +91%
CA
332
Clearstead Advisors
Ohio
$14.6K
PWA
333
Physician Wealth Advisors
Utah
$14.4K +$709 +3 +5%
BCWM
334
Bartlett & Co Wealth Management
Ohio
$13.9K
S
335
SignatureFD
Georgia
$12.9K +$2.6K +11 +26%
PWAM
336
Private Wealth Asset Management
Iowa
$12.9K +$12.5K +53 New
CFO
337
CVA Family Office
Colorado
$12.7K
EWA
338
EverSource Wealth Advisors
Alabama
$12.4K +$4.73K +20 +65%
TSMHT
339
Thurston Springer Miller Herd & Titak
Indiana
$12.2K +$11.8K +50 New
GSWM
340
Golden State Wealth Management
California
$11.5K
BBHC
341
Brown Brothers Harriman & Co
New York
$10.5K
ACM
342
Aster Capital Management
United Arab Emirates
$10.3K -$314K -1,329 -97%
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$10K +$3.54K +15 +58%
ST
344
Smithfield Trust
Pennsylvania
$10K
FHA
345
First Horizon Advisors
Tennessee
$8.78K +$2.13K +9 +33%
SA
346
SRH Advisors
Kansas
$8.3K
GK
347
Graney & King
New York
$7.35K +$7.09K +30 New
MG
348
Mather Group
Illinois
$6.34K
Bessemer Group
349
Bessemer Group
New Jersey
$6K -$8.51K -36 -59%
RIL
350
Rothschild Investment LLC
Illinois
$5.86K +$3.31K +14 +140%