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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
851
Asset Dedication LLC
California
$63K – – –
MA
852
Montag & Associates
Georgia
$62.6K – – –
IUHSA
853
Itau Unibanco Holding S.A.
Brazil
$58.7K – – –
FIA
854
FNY Investment Advisers
New York
$56K +$28.8K +104 +104%
BWL
855
Bogart Wealth LLC
Virginia
$55.6K – – –
MPWT
856
MassMutual Private Wealth & Trust
Connecticut
$55.6K +$23.2K +84 +72%
WTA
857
Washington Trust Advisors
Massachusetts
$54.5K -$1.66K -6 -3%
BTI
858
Blue Trust Inc
Georgia
$54K +$2.49K +9 +5%
FFA
859
Farther Finance Advisors
California
$52.5K +$3.87K +14 +8%
C
860
Covestor
United Kingdom
$52K +$22.4K +81 +78%
GCP
861
Garda Capital Partners
Minnesota
$51.7K +$51.5K +186 New
LS
862
Livforsakringsbolaget Skandia
Sweden
$46.4K – – –
CA
863
Centerpoint Advisors
Massachusetts
$46K – – –
TC
864
Trust Company
Kansas
$45.3K – – –
EBA
865
Eagle Bay Advisors
New York
$44.8K – – –
First Manhattan
866
First Manhattan
New York
$44.8K +$277 +1 +0.6%
PK
867
Pflug Koory
Nebraska
$44.5K – – –
ZB
868
Zions Bancorporation
Utah
$43.9K -$1.38K -5 -3%
WSC
869
Wellington Shields & Co
New York
$41.7K – – –
BWA
870
BDO Wealth Advisors
Florida
$40.3K – – –
GRP
871
Global Retirement Partners
California
$39.8K +$16K +58 +83%
BC
872
Bartlett & Co
Ohio
$39K – – –
BCWM
873
Bartlett & Co Wealth Management
Ohio
$38.9K – – –
AWM
874
Accel Wealth Management
Iowa
$38.1K – – –
GCM
875
Gables Capital Management
Florida
$37.8K – – –