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Name Holding Trade Value Shares
Change
Change in
Stake
BP
201
Ballentine Partners
Massachusetts
$90.4K +$39K +13,255 +87%
JIC
202
Johnson Investment Counsel
Ohio
$89K -$2.48K -843 -3%
IAS
203
Insigneo Advisory Services
Florida
$88.6K +$81.9K +27,848 New
SC
204
Savant Capital
Illinois
$88K +$81.4K +27,660 New
LSAG
205
Lake Street Advisors Group
New Hampshire
$87K
EGM
206
Engineers Gate Manager
New York
$85.7K +$79.3K +26,962 New
JFL
207
Jarislowsky, Fraser Ltd
Quebec, Canada
$84.4K
BRWA
208
B. Riley Wealth Advisors
Florida
$82.6K
RGC
209
Roberts, Glore & Co
Illinois
$80.6K -$588 -200 -0.8%
PP
210
PDS Planning
Ohio
$80.5K
WRPWM
211
Werba Rubin Papier Wealth Management
California
$80K +$38.9K +13,207 +111%
HIIFS
212
Harel Insurance Investments & Financial Services
Israel
$78K +$29.4K +10,000 +67%
MGP
213
Metis Global Partners
California
$77.6K +$2.32K +790 +3%
PCM
214
Pennsylvania Capital Management
Pennsylvania
$75.7K
PWPS
215
Pinnacle Wealth Planning Services
Ohio
$75K -$1.01K -344 -1%
UB
216
UMB Bank
Missouri
$74.3K +$15.3K +5,216 +29%
PA
217
Parallel Advisors
California
$74K -$2.04K -692 -3%
GBT
218
Grove Bank & Trust
Florida
$73.6K +$418 +142 +0.6%
KAS
219
Kestra Advisory Services
Texas
$71.4K +$18K +6,110 +37%
SAM
220
Silvercrest Asset Management
New York
$71.2K
Wolverine Trading
221
Wolverine Trading
Illinois
$70.6K +$67K +22,779 New
EAM
222
Erste Asset Management
Austria
$70K
SIA
223
Sit Investment Associates
Minnesota
$69K
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$68K -$624 -212 -1%
RW
225
Regimen Wealth
Georgia
$67.3K