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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
301
Dorsey & Whitney Trust
South Dakota
$220K +$209K +357 New
YIH
302
Y-Intercept (HK)
Hong Kong
$216K +$206K +352 New
CCM
303
Coldstream Capital Management
Washington
$205K +$196K +334 New
FA
304
Fedenia Advisers
Wisconsin
$204K +$195K +332 New
Focus Partners Wealth
305
Focus Partners Wealth
Massachusetts
$201K +$192K +327 New
AF
306
Aviso Financial
Ontario, Canada
$180K +$172K +293 New
JSAM
307
J. Safra Asset Management
New York
$169K +$88.5K +151 +124%
SAM
308
Smartleaf Asset Management
Massachusetts
$169K +$107K +183 +206%
GI
309
GAMMA Investing
California
$155K +$45.7K +78 +45%
MAM
310
Morse Asset Management
Connecticut
$154K +$146K +250 New
Carson Wealth (CWM LLC)
311
Carson Wealth (CWM LLC)
Nebraska
$132K -$1.76K -3 -1%
LC
312
Lindbrook Capital
California
$129K +$5.27K +9 +4%
BTI
313
Blue Trust Inc
Georgia
$101K -$120K -205 -55%
CH
314
Cromwell Holdings
Wyoming
$95.9K
FP
315
Financial Perspectives
Minnesota
$89.2K +$24K +41 +39%
FHA
316
First Horizon Advisors
Tennessee
$84.3K -$1.17K -2 -1%
EWA
317
EverSource Wealth Advisors
Alabama
$74.4K +$13.5K +23 +23%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$73.4K -$9.96K -17 -13%
AP
319
Advisors Preferred
Maryland
$73.2K +$69.1K +118 New
AP
320
Antipodes Partners
Australia
$71.3K +$36.3K +62 +115%
NL
321
NKCFO LLC
Illinois
$68K +$64.5K +110 New
HNB
322
Hilltop National Bank
Wyoming
$65.8K
VWM
323
Venturi Wealth Management
Texas
$65.8K +$62.7K +107 New
MG
324
Mather Group
Illinois
$60.9K
Northwestern Mutual Wealth Management
325
Northwestern Mutual Wealth Management
Wisconsin
$51.7K +$28.7K +49 +140%