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Name Holding Trade Value Shares
Change
Change in
Stake
LWMI
401
Legacy Wealth Management (Idaho)
Idaho
$51K +$64K +1,875 New
BBHC
402
Brown Brothers Harriman & Co
New York
$51K +$50.1K +1,466 New
APC
403
Aspire Private Capital
North Carolina
$50.5K +$273 +8 +0.6%
EWA
404
EverSource Wealth Advisors
Alabama
$44.7K +$2.02K +59 +5%
CLOS
405
Compagnie Lombard Odier SCmA
Switzerland
$44.6K – – –
HCP
406
Hexagon Capital Partners
Arkansas
$42.9K +$23K +675 +121%
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$41.1K +$3.69K +108 +10%
WWP
408
WR Wealth Planners
Missouri
$40K +$6.21K +182 +19%
TCG
409
Transcendent Capital Group
Oklahoma
$39.3K – – –
BWL
410
Bogart Wealth LLC
Virginia
$38.9K – – –
DMIC
411
Dixon Mitchell Investment Counsel
British Columbia, Canada
$35.5K -$38.3K -1,123 -53%
VCM
412
Versant Capital Management
Arizona
$34.9K +$34.2K +1,003 New
JAM
413
JCIC Asset Management
Ontario, Canada
$32.7K – – –
ETS
414
ESL Trust Services
New York
$31.8K – – –
AWM
415
Avior Wealth Management
Nebraska
$28K – – –
CMP
416
Coston McIsaac & Partners
Maine
$28K – – –
WT
417
Whittier Trust
California
$27.8K – – –
CT
418
Caldwell Trust
Florida
$26.9K -$29.4K -862 -53%
JGIA
419
Jackson Grant Investment Advisers
Connecticut
$25.8K – – –
FFO
420
Fortitude Family Office
Arizona
$23.3K +$22.9K +670 New
FWA
421
FSC Wealth Advisors
New York
$22.6K +$478 +14 +2%
MCM
422
Manchester Capital Management
Vermont
$22.2K +$4.54K +133 +26%
GFPC
423
Global Financial Private Client
Florida
$22.1K +$21.7K +635 New
HI
424
Harbour Investments
Wisconsin
$21.5K – – –
CFS
425
CGC Financial Services
Oregon
$20.8K – – –