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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
801
Edmond de Rothschild Holding
Switzerland
$106K
PCP
802
Proficio Capital Partners
Massachusetts
$104K -$1.71K -17 -2%
RWA
803
Ropes Wealth Advisors
Massachusetts
$98K +$66.1K +659 +273%
MUS
804
Mitsubishi UFJ Securities
Japan
$92K +$18.1K +180 +27%
PCTC
805
Perkins Coie Trust Company
Washington
$87K
SHJ
806
Sharkey, Howes & Javer
Colorado
$87K
ED
807
Exane Derivatives
France
$82.7K -$3.11K -31 -4%
SBL
808
Sargent Bickham Lagudis
Colorado
$76K -$120K -1,200 -63%
M
809
MOTCO
Texas
$73K +$9.43K +94 +16%
VIA
810
Vantage Investment Advisors
Pennsylvania
$72K
WAM
811
Wealthspire Advisors (Maryland)
Maryland
$69K +$1.91K +19 +3%
3C
812
361 Capital
Colorado
$66K +$60.9K +607 New
MCM
813
MV Capital Management
Maryland
$62K
GS
814
GAM Systematic
United Kingdom
$59K -$174K -1,731 -76%
BC
815
Bartlett & Co
Ohio
$54K
EFSCE
816
Enterprise Financial Services Corp (EFSC)
Missouri
$54K
WTB
817
Washington Trust Bank
Washington
$54K +$46.1K +459 +1,067%
CWM
818
Catamount Wealth Management
Connecticut
$53K +$49.2K +490 New
AssetMark Inc
819
AssetMark Inc
California
$47K +$7.33K +73 +20%
LAM
820
Lebenthal Asset Management
New York
$46K +$42.3K +422 New
CTB
821
Country Trust Bank
Illinois
$43K
EDRS
822
Edmond de Rothschild (Suisse)
Switzerland
$43K
SIMG
823
Stephens Investment Management Group
Texas
$43K
WA
824
WealthTrust-Arizona
Arizona
$42K -$17.2K -171 -31%
DBT
825
Dubuque Bank & Trust
Iowa
$41K +$14.2K +142 +60%