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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
551
Edmond de Rothschild Holding
Switzerland
$385K +$259K +8,499 +185%
GG
552
Gofen & Glossberg
Illinois
$384K -$24.4K -800 -6%
EWA
553
EP Wealth Advisors
California
$383K -$19.9K -652 -5%
BFIM
554
Beese Fulmer Investment Management
Ohio
$383K
BRG
555
Bay Rivers Group
Virginia
$382K
WI
556
Wintrust Investments
Illinois
$381K -$28.4K -932 -7%
OIA
557
OneDigital Investment Advisors
Kansas
$377K +$129K +4,244 +49%
FPAS
558
Focus Partners Advisor Solutions
Missouri
$377K +$391K +12,833 New
OWP
559
Obermeyer Wealth Partners
Colorado
$376K
GLA
560
Good Life Advisors
Pennsylvania
$376K +$2.01K +66 +0.5%
RGC
561
Roberts, Glore & Co
Illinois
$373K -$3.05K -100 -0.8%
ERIC
562
Eagle Rock Investment Company
Georgia
$371K -$23.5K -770 -6%
KPCM
563
Kings Point Capital Management
New York
$370K +$15.3K +502 +4%
CCB
564
Country Club Bank
Missouri
$369K +$373K +12,245 New
FHB
565
First Hawaiian Bank
Hawaii
$368K -$15.6K -513 -4%
FF
566
FourThought Financial
Florida
$367K +$701 +23 +0.2%
ETI
567
Enterprise Trust & Investment
California
$365K
Jennison Associates
568
Jennison Associates
New York
$363K +$376K +12,345 New
CW
569
CreativeOne Wealth
Kansas
$360K +$19.3K +632 +5%
TRCT
570
Tower Research Capital (TRC)
New York
$359K -$1.1M -36,156 -75%
IWM
571
IHT Wealth Management
Illinois
$359K -$78.4K -2,573 -17%
ATIA
572
American Trust Investment Advisors
New Hampshire
$359K
SDWIA
573
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$359K +$4.57K +150 +1%
FIM
574
Fruth Investment Management
Texas
$358K
PP
575
Palladium Partners
Virginia
$358K