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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
401
Brown Brothers Harriman & Co
New York
$51K +$50.1K +1,466 New
APC
402
Aspire Private Capital
North Carolina
$50.5K +$273 +8 +0.6%
EWA
403
EverSource Wealth Advisors
Alabama
$44.7K +$2.02K +59 +5%
CLOS
404
Compagnie Lombard Odier SCmA
Switzerland
$44.6K
HCP
405
Hexagon Capital Partners
Arkansas
$42.9K +$23K +675 +121%
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$41.1K +$3.69K +108 +10%
WWP
407
WR Wealth Planners
Missouri
$40K +$6.21K +182 +19%
TCG
408
Transcendent Capital Group
Oklahoma
$39.3K
BWL
409
Bogart Wealth LLC
Virginia
$38.9K
DMIC
410
Dixon Mitchell Investment Counsel
British Columbia, Canada
$35.5K -$38.3K -1,123 -53%
VCM
411
Versant Capital Management
Arizona
$34.9K +$34.2K +1,003 New
JAM
412
JCIC Asset Management
Ontario, Canada
$32.7K
ETS
413
ESL Trust Services
New York
$31.8K
AWM
414
Avior Wealth Management
Nebraska
$28K
WT
415
Whittier Trust
California
$27.8K
CT
416
Caldwell Trust
Florida
$26.9K -$29.4K -862 -53%
JGIA
417
Jackson Grant Investment Advisers
Connecticut
$25.8K
FFO
418
Fortitude Family Office
Arizona
$23.3K +$22.9K +670 New
FWA
419
FSC Wealth Advisors
New York
$22.6K +$478 +14 +2%
MCM
420
Manchester Capital Management
Vermont
$22.2K +$4.54K +133 +26%
GFPC
421
Global Financial Private Client
Florida
$22.1K +$21.7K +635 New
HI
422
Harbour Investments
Wisconsin
$21.5K
CFS
423
CGC Financial Services
Oregon
$20.8K
GWMI
424
Guardian Wealth Management (Illinois)
Illinois
$20.8K
FMP
425
Financial Management Professionals
Texas
$20K +$2.08K +61 +12%