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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
651
Edmond de Rothschild Holding
Switzerland
$141K +$20.5K +155 +18%
EWA
652
EverSource Wealth Advisors
Alabama
$131K -$10.3K -78 -8%
BAMF
653
BI Asset Management Fondsmaeglerselskab
Denmark
$126K +$119K +900 New
WT
654
Washington Trust
Rhode Island
$120K
AA
655
Alta Advisers
United Kingdom
$98K
OWA
656
One Wealth Advisors
California
$87.6K +$83.1K +627 New
PFBT
657
Parkside Financial Bank & Trust
Missouri
$85.5K +$12.6K +95 +18%
PMEF
658
Point72 Middle East FZE
United Arab Emirates
$85K +$80.6K +608 New
CT
659
Cambridge Trust
Massachusetts
$82K +$25.8K +195 +50%
MAM
660
Meeder Asset Management
Ohio
$79.5K -$1M -7,558 -93%
SC
661
Seldon Capital
California
$73.4K
TWM
662
Tradition Wealth Management
Minnesota
$65K +$133 +1 +0.2%
CFO
663
CVA Family Office
Colorado
$64.3K +$61K +460 New
LCM
664
Logan Capital Management
Pennsylvania
$62.9K
EWM
665
Evermay Wealth Management
Virginia
$58K
IA
666
IFP Advisors
Florida
$56K +$6.1K +46 +7%
LWANC
667
Laurel Wealth Advisors (North Carolina)
North Carolina
$55.9K -$9.28K -70 -15%
KFP
668
KB Financial Partners
New Jersey
$52K +$7.29K +55 +17%
BTI
669
Blue Trust Inc
Georgia
$51K +$35.7K +269 +148%
SSC
670
Syverson Strege & Co
Iowa
$49.6K
PTC
671
Private Trust Company
Ohio
$49K -$2.78K -21 -6%
JFGIW
672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.9K
TC
673
Truvestments Capital
Florida
$44.7K -$111K -837 -72%
CAS
674
Coppell Advisory Solutions
Texas
$43.7K +$41.5K +313 New
CASC
675
Coppell Advisory Solutions Corp
Texas
$43.7K +$41.5K +313 New