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Name Holding Trade Value Shares
Change
Change in
Stake
AF
651
Allworth Financial
California
$122K +$67K +469 +86%
BP
652
BNP Paribas
France
$120K +$10K +70 +9%
IA
653
IFP Advisors
Florida
$118K +$10K +70 +9%
EB
654
Eastern Bank
Massachusetts
$117K
SW
655
SVB Wealth
Massachusetts
$117K -$176K -1,232 -59%
POIA
656
Pin Oak Investment Advisors
Texas
$113K
WSFS
657
Wilmington Savings Fund Society
Delaware
$110K +$9.15K +64 +9%
CB
658
Centennial Bank
Arkansas
$109K
TFIPS
659
Towarzystwo Funduszy Inwestycyjnych PZU SA
$103K +$40K +280 +60%
GWSG
660
GPS Wealth Strategies Group
Colorado
$99.2K -$1.72K -12 -2%
CSB
661
City State Bank
Iowa
$94.7K
CT
662
Caldwell Trust
Florida
$89.5K -$1.14K -8 -1%
C
663
Covestor
United Kingdom
$88K +$45.3K +317 +98%
HB
664
Horizon Bancorp
Indiana
$86K +$23.7K +166 +36%
JFA
665
JNBA Financial Advisors
Minnesota
$85.7K -$34.3K -240 -28%
T
666
Tidemark
California
$81K
BTI
667
Blue Trust Inc
Georgia
$80.1K +$1.57K +11 +2%
MCM
668
MAI Capital Management
Ohio
$79.6K -$6.29K -44 -7%
SIC
669
Salem Investment Counselors
North Carolina
$77.6K
APW
670
Aventura Private Wealth
Florida
$73.9K -$8.43K -59 -10%
HDIM
671
Hanson & Doremus Investment Management
Vermont
$72K
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$69.8K +$34K +238 +88%
CAL
673
Capital Analysts LLC
Pennsylvania
$69K
CG
674
Curat Global
New Hampshire
$68.8K +$71.9K +503 New
IIM
675
Intact Investment Management
Quebec, Canada
$68.4K +$71.5K +500 New