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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
901
Coastal Bridge Advisors
Connecticut
$604K -$1.26K -12 -0.2%
RCM
902
RNC Capital Management
California
$602K
PTB
903
Pioneer Trust Bank
Oregon
$602K
CF
904
Convergence Financial
Missouri
$602K -$22.6K -215 -4%
CWM
905
Collaborative Wealth Management
Florida
$598K +$840 +8 +0.1%
CCM
906
Canal Capital Management
Virginia
$593K -$32K -305 -5%
GM
907
GeoWealth Management
Illinois
$586K -$38.4K -366 -7%
FBB
908
Fulton Breakefield Broenniman
Maryland
$585K -$326K -3,100 -37%
EI
909
Ellevest Inc
New York
$585K -$214K -2,040 -28%
CI
910
CX Institutional
Indiana
$583K +$101K +961 +23%
LS
911
Livforsakringsbolaget Skandia
Sweden
$579K -$94.5K -900 -15%
LWCFA
912
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$578K
RMP
913
Richards, Merrill & Peterson
Washington
$577K +$21.4K +204 +4%
P
914
Pitcairn
Pennsylvania
$571K -$50.8K -484 -9%
FMC
915
First Merchants Corp
Indiana
$568K -$10.5K -100 -2%
GIA
916
GHP Investment Advisors
Colorado
$564K
VDI
917
Vaughan David Investments
Illinois
$563K
IAS
918
Investment Advisory Services
Texas
$563K -$9.45K -90 -2%
JCM
919
J2 Capital Management
Michigan
$562K -$6.62K -63 -1%
CG
920
Curat Global
New Hampshire
$562K
SSA
921
Sierra Summit Advisors
Nevada
$559K
SAM
922
Smartleaf Asset Management
Massachusetts
$558K +$235K +2,239 +81%
IWN
923
Independent Wealth Network
Iowa
$557K -$9.56K -91 -2%
FTC
924
Farmers Trust Company
Ohio
$556K -$10.5K -100 -2%
BG
925
Bollard Group
Massachusetts
$556K +$2.63K +25 +0.5%