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Barclays

Name Holding Trade Value Shares
Change
Change in
Stake
MG
401
Mather Group
Illinois
$76.7K +$16.4K +682 +31%
CIA
402
Cape Investment Advisory
Georgia
$75.1K +$67.4K +2,795 New
EDRH
403
Edmond de Rothschild Holding
Switzerland
$72.5K – – –
DWM
404
Dogwood Wealth Management
Kansas
$70K +$2.34K +97 +4%
AWM
405
Activest Wealth Management
Florida
$67K – – –
BC
406
Bayforest Capital
United Kingdom
$65.7K -$47.3K -1,960 -44%
MHR
407
Matthew Hamilton Rosenberg
$64.7K +$21.1K +876 +57%
PFBT
408
Parkside Financial Bank & Trust
Missouri
$62.1K -$5.16K -214 -8%
ZBNA
409
Zions Bancorporation, National Association
Utah
$61.3K – – –
UB
410
UMB Bank
Missouri
$58.7K – – –
WA
411
WPG Advisers
Maryland
$58.4K +$20.1K +832 +62%
BGAI
412
Bruce G. Allen Investments
Colorado
$55.5K – – –
SL
413
Salomon & Ludwin
Virginia
$54.9K +$15.4K +637 +46%
HIIFS
414
Harel Insurance Investments & Financial Services
Israel
$54K – – –
SIC
415
SJS Investment Consulting
Ohio
$52.3K +$17.8K +740 +61%
Bessemer Group
416
Bessemer Group
New Jersey
$47K – – –
JWA
417
JFS Wealth Advisors
Pennsylvania
$45.1K – – –
FPF
418
First Pacific Financial
Washington
$44.9K -$1.33K -55 -3%
ST
419
Smithfield Trust
Pennsylvania
$44K – – –
FHC
420
First Horizon Corporation
Tennessee
$42.7K -$17.6K -730 -31%
LFG
421
Larson Financial Group
Missouri
$41.5K +$8.63K +358 +30%
RF
422
Robinswood Financial
Washington
$39.2K +$458 +19 +1%
AIS
423
Advocate Investing Services
Maryland
$34.9K – – –
CFM
424
Compass Financial Management
Florida
$34.6K +$31.1K +1,288 New
HWP
425
Highline Wealth Partners
California
$33.3K -$482 -20 -2%