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Name Holding Trade Value Shares
Change
Change in
Stake
CT
501
Caldwell Trust
Florida
$55.1K
CMP
502
Coston McIsaac & Partners
Maine
$53K -$6.63K -127 -10%
CCM
503
Chilton Capital Management
Texas
$51.9K -$2.04K -39 -3%
UB
504
UMB Bank
Missouri
$50.1K +$3.13K +60 +6%
SIM
505
Sentry Investment Management
Wisconsin
$50K -$9.14K -175 -14%
HI
506
Harbour Investments
Wisconsin
$49.8K -$7.31K -140 -12%
EWA
507
EverSource Wealth Advisors
Alabama
$47K +$470 +9 +0.9%
APW
508
Aventura Private Wealth
Florida
$46.9K +$52.1K +997 New
SAM
509
Smartleaf Asset Management
Massachusetts
$45.9K +$6.9K +132 +16%
MFG
510
Menard Financial Group
Texas
$45.8K +$50.9K +974 New
Bank Julius Baer & Co
511
Bank Julius Baer & Co
Switzerland
$43.7K +$44K +842 New
DJSG
512
D.J. St. Germain
Massachusetts
$42.3K
HNB
513
Huntington National Bank
Ohio
$41.6K +$15.9K +304 +52%
PS
514
Principal Securities
Iowa
$41.3K -$31.9K -611 -41%
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$39.8K +$8.78K +168 +25%
CB
516
Community Bank
New York
$37.8K
PA
517
Parallel Advisors
California
$37.6K -$17.9K -342 -30%
GM
518
GeoWealth Management
Illinois
$37K -$3.24K -62 -7%
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$35.9K -$17K -326 -30%
Jones Financial Companies
520
Jones Financial Companies
Missouri
$35.1K +$27.8K +532 +247%
QL
521
Quarry LP
New York
$35K +$37.1K +711 +2,091%
WT
522
Washington Trust
Rhode Island
$34.8K -$494K -9,462 -93%
QC
523
Quent Capital
New York
$34.3K +$52 +1 +0.1%
PCM
524
Penserra Capital Management
California
$34K +$37.1K +710 +3,227%
S
525
SignatureFD
Georgia
$33K -$8.62K -165 -19%