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Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
401
Wilmington Savings Fund Society
Delaware
$149K +$18.7K +138 +14%
GI
402
GAMMA Investing
California
$149K +$25.8K +191 +20%
SIC
403
Salem Investment Counselors
North Carolina
$147K
AA
404
Addison Advisors
Vermont
$141K
Fifth Third Bancorp
405
Fifth Third Bancorp
Ohio
$136K -$8.24K -61 -6%
GWM
406
Geneos Wealth Management
Colorado
$135K +$33.7K +249 +32%
RFS
407
Richardson Financial Services
Massachusetts
$129K +$43.3K +320 +49%
WAM
408
Wolverine Asset Management
Illinois
$127K
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$125K +$9.73K +72 +8%
HIIFS
410
Harel Insurance Investments & Financial Services
Israel
$124K -$29.7K -220 -19%
CA
411
Continuum Advisory
Idaho
$121K +$3.38K +25 +3%
CIAM
412
Caitong International Asset Management
Hong Kong
$116K +$119K +882 New
SPIA
413
Steward Partners Investment Advisory
New York
$110K +$15.9K +118 +16%
AF
414
Allworth Financial
California
$101K +$1.62K +12 +2%
WTC
415
WhitTier Trust Company
Nevada
$98.4K
QC
416
Quent Capital
New York
$95.6K
FFWM
417
Future Financial Wealth Management
Ohio
$95.3K
MMCM
418
Murphy & Mullick Capital Management
New York
$83.4K +$86K +636 New
BIG
419
Brooklyn Investment Group
New York
$73.3K +$3.92K +29 +5%
UB
420
UMB Bank
Missouri
$70.6K +$11.6K +86 +19%
PCM
421
Penserra Capital Management
California
$68K -$1.62K -12 -2%
CMBA
422
C.M. Bidwell & Associates
Hawaii
$67.4K -$12.8K -95 -16%
MCM
423
MAI Capital Management
Ohio
$67.1K +$69.2K +512 New
CAC
424
Core Alternative Capital
Georgia
$66.2K
FCT
425
First Community Trust
Iowa
$65.6K