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Name Holding Trade Value Shares
Change
Change in
Stake
PP
626
PFS Partners
New Jersey
$134K – – –
WBC
627
Westpac Banking Corp
Australia
$123K -$107K -631 -45%
AA
628
Ancora Advisors
Ohio
$123K – – –
PWMG
629
Prestige Wealth Management Group
New Jersey
$121K – – –
SC
630
Steph & Co
Wisconsin
$119K +$9.86K +58 +8%
PCM
631
Penserra Capital Management
California
$115K +$1.36K +8 +1%
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$112K -$19.2K -113 -14%
CI
633
CX Institutional
Indiana
$108K -$89.7K -528 -44%
NA
634
NewEdge Advisors
Louisiana
$106K -$5.61K -33 -5%
BBHC
635
Brown Brothers Harriman & Co
New York
$105K -$77K -453 -41%
RIL
636
Rothschild Investment LLC
Illinois
$94.5K -$340 -2 -0.3%
SWM
637
Spire Wealth Management
Virginia
$82.2K +$170 +1 +0.2%
GEA
638
Glen Eagle Advisors
New Jersey
$80.4K +$37.4K +220 +77%
TF
639
Tompkins Financial
New York
$79.6K – – –
MSWM
640
Mowery & Schoenfeld Wealth Management
Illinois
$79.5K – – –
CSP
641
Cary Street Partners
Virginia
$79.4K -$75.1K -442 -47%
TCOT
642
Trust Company of Toledo
Ohio
$78.8K -$44K -259 -34%
CAL
643
Capital Analysts LLC
Pennsylvania
$78K +$33.6K +198 +69%
C
644
Covestor
United Kingdom
$77K +$38.4K +226 +88%
JWA
645
JFS Wealth Advisors
Pennsylvania
$73.5K -$510 -3 -0.6%
AT
646
Avalon Trust
New Mexico
$72.6K +$77.5K +456 New
WT
647
Whittier Trust
California
$71.7K – – –
LSA
648
Leonteq Securities AG
Switzerland
$64.8K +$21.9K +129 +46%
TIM
649
Thompson Investment Management
Wisconsin
$62.9K – – –
DWA
650
Dougherty Wealth Advisers
Minnesota
$62.8K – – –