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Name Holding Trade Value Shares
Change
Change in
Stake
BC
701
Bartlett & Co
Ohio
$221K
CIC
702
Crawford Investment Counsel
Georgia
$219K +$180K +917 New
CTC
703
Central Trust Company
Missouri
$218K +$49.1K +250 +38%
CFG
704
Citizens Financial Group
Rhode Island
$216K -$4.52K -23 -2%
BTW
705
Boston Trust Walden
Massachusetts
$214K +$176K +896 New
MAFM
706
Mid Atlantic Financial Management
Pennsylvania
$213K +$175K +889 New
SWP
707
Stratos Wealth Partners
Ohio
$212K +$174K +886 New
ACM
708
Allred Capital Management
Texas
$211K +$174K +886 New
AC
709
Avestar Capital
New York
$210K +$173K +880 New
BFM
710
Boston Financial Management
Massachusetts
$209K -$128K -651 -43%
LA
711
LVW Advisors
New York
$208K +$171K +868 New
DA
712
DSC Advisors
Illinois
$208K +$171K +871 New
EWM
713
Evercore Wealth Management
New York
$206K +$169K +861 New
CFS
714
CRA Financial Services
New Jersey
$204K +$167K +852 New
HPWM
715
Highland Private Wealth Management
Washington
$204K +$168K +855 New
MWNA
716
Marshall Wace North America
New York
$202K +$166K +843 New
BCM
717
Brookstone Capital Management
Illinois
$201K +$165K +841 New
AIA
718
Alera Investment Advisors
Illinois
$200K +$165K +837 New
GRP
719
Global Retirement Partners
California
$199K -$20.1K -102 -11%
FDCDDQ
720
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K +$41.5K +211 +34%
SC
721
Steph & Co
Wisconsin
$191K -$2.56K -13 -2%
ST
722
Smithfield Trust
Pennsylvania
$190K +$52.5K +267 +51%
BAM
723
Belpointe Asset Management
Nevada
$187K +$10.6K +54 +7%
QCG
724
Quadrant Capital Group
Ohio
$173K -$171K -869 -55%
Carson Wealth (CWM LLC)
725
Carson Wealth (CWM LLC)
Nebraska
$158K