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Credicorp

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
326
MassMutual Private Wealth & Trust
Connecticut
$50.1K +$247 +1 +0.5%
QL
327
Quarry LP
New York
$45.8K +$42.5K +172 New
SWM
328
Spire Wealth Management
Virginia
$41.5K +$38.6K +156 New
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$39.4K
BBHC
330
Brown Brothers Harriman & Co
New York
$35.1K +$32.7K +132 New
EWA
331
EverSource Wealth Advisors
Alabama
$34.6K +$4.95K +20 +18%
UB
332
UMB Bank
Missouri
$30.6K -$3.71K -15 -12%
PB
333
Pinnacle Bancorp
Nebraska
$28.8K
MG
334
Mather Group
Illinois
$24.2K +$22.5K +91 New
GRP
335
Global Retirement Partners
California
$23.7K -$441K -1,782 -95%
GI
336
GAMMA Investing
California
$18.6K +$5.2K +21 +43%
Bessemer Group
337
Bessemer Group
New Jersey
$17K +$7.42K +30 +94%
POIA
338
Pin Oak Investment Advisors
Texas
$16.8K
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$16.5K -$1.24K -5 -7%
PS
340
Principal Securities
Iowa
$14.4K
CIAM
341
Caitong International Asset Management
Hong Kong
$14.4K +$13.4K +54 New
PWA
342
Physician Wealth Advisors
Utah
$12K
MCM
343
MAI Capital Management
Ohio
$10.9K -$29.9K -121 -75%
BI
344
Binnacle Investments
Iowa
$10.9K
Jones Financial Companies
345
Jones Financial Companies
Missouri
$10.5K +$2.23K +9 +29%
LI
346
LRI Investments
Florida
$9.74K
PTC
347
Private Trust Company
Ohio
$9.32K
CT
348
Clearstead Trust
Maine
$8.79K
WTA
349
Washington Trust Advisors
Massachusetts
$7.79K
AF
350
Allworth Financial
California
$7.19K +$2.72K +11 +69%