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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
376
Edmond de Rothschild Holding
Switzerland
$57.1K
TWD
377
True Wealth Design
Ohio
$56.2K +$29.7K +1,220 +85%
PFBT
378
Parkside Financial Bank & Trust
Missouri
$53.5K +$1.39K +57 +2%
TPWA
379
Twin Peaks Wealth Advisors
California
$53.3K +$61.4K +2,517 New
DWM
380
Dogwood Wealth Management
Kansas
$53.1K
AWM
381
Activest Wealth Management
Florida
$52.8K
FHC
382
First Horizon Corporation
Tennessee
$49.1K +$9.53K +391 +20%
ZBNA
383
Zions Bancorporation, National Association
Utah
$48.3K -$3.34K -137 -6%
UB
384
UMB Bank
Missouri
$46.3K
MG
385
Mather Group
Illinois
$46K +$53K +2,175 New
RFS
386
Richardson Financial Services
Massachusetts
$44.9K +$31.6K +1,294 +156%
BGAI
387
Bruce G. Allen Investments
Colorado
$43.8K
HIIFS
388
Harel Insurance Investments & Financial Services
Israel
$42K
Bessemer Group
389
Bessemer Group
New Jersey
$38K -$62.3K -2,553 -59%
FPF
390
First Pacific Financial
Washington
$36.5K +$40.7K +1,670 +3,036%
JWA
391
JFS Wealth Advisors
Pennsylvania
$35.5K
ST
392
Smithfield Trust
Pennsylvania
$34K
MHR
393
Matthew Hamilton Rosenberg
$32.5K
AA
394
Addison Advisors
Vermont
$30.7K
RF
395
Robinswood Financial
Washington
$30.4K
SL
396
Salomon & Ludwin
Virginia
$30K -$5.75K -236 -15%
OWA
397
Opal Wealth Advisors
New York
$29.5K +$34K +1,394 New
WA
398
WPG Advisers
Maryland
$28.4K -$22K -904 -40%
AIS
399
Advocate Investing Services
Maryland
$27.5K
HWP
400
Highline Wealth Partners
California
$26.6K -$5.54K -227 -15%