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Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
926
Israel Discount Bank of New York
New York
$172K -$32.2K -235 -16%
IWM
927
IHT Wealth Management
Illinois
$170K -$1.51K -11 -0.9%
SWA
928
Sutton Wealth Advisors
Florida
$169K +$4.52K +33 +3%
PCP
929
Proficio Capital Partners
Massachusetts
$165K -$13.8K -101 -8%
NCM
930
Nelson Capital Management
California
$164K +$9.58K +70 +6%
GLI
931
Guardian Life Insurance
New York
$158K -$109K -799 -42%
CCMW
932
Cypress Capital Management (Wyoming)
Wyoming
$156K -$27.4K -200 -15%
HIIFS
933
Harel Insurance Investments & Financial Services
Israel
$156K
DSC
934
Duncker Streett & Co
Missouri
$141K
AIM
935
Acrospire Investment Management
Illinois
$141K +$68.5K +500 +100%
CCM
936
CWH Capital Management
Washington
$141K +$137K +1,000 New
SMFG
937
Sumitomo Mitsui Financial Group
Japan
$141K +$137K +1,000 New
EDRH
938
Edmond de Rothschild Holding
Switzerland
$139K
MUS
939
Mitsubishi UFJ Securities
Japan
$129K -$23.3K -170 -16%
RWA
940
Ropes Wealth Advisors
Massachusetts
$127K
SEIA
941
Signature Estate & Investment Advisors
California
$122K
WTB
942
Washington Trust Bank
Washington
$113K -$5.48K -40 -5%
PCTC
943
Perkins Coie Trust Company
Washington
$113K
SHJ
944
Sharkey, Howes & Javer
Colorado
$113K
SBL
945
Sargent Bickham Lagudis
Colorado
$113K +$3.97K +29 +4%
Carson Wealth (CWM LLC)
946
Carson Wealth (CWM LLC)
Nebraska
$106K +$10.8K +79 +12%
ST
947
Smithfield Trust
Pennsylvania
$105K -$5.34K -39 -5%
CAL
948
Capital Advisors Ltd
Ohio
$100K +$97.2K +710 New
SEC
949
Seven Eight Capital
New York
$99K -$1.22M -8,900 -93%
BTIS
950
BB&T Investment Services
North Carolina
$91K +$42.6K +311 +92%