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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
676
Cullen/Frost Bankers
Texas
$149K +$150K +766 New
PWMG
677
Prestige Wealth Management Group
New Jersey
$147K -$6.87K -35 -4%
CMBA
678
C.M. Bidwell & Associates
Hawaii
$144K -$1.77K -9 -1%
BTI
679
Blue Trust Inc
Georgia
$143K -$258K -1,312 -62%
GWM
680
Geneos Wealth Management
Colorado
$141K -$15.1K -77 -10%
CWM
681
Compass Wealth Management
Connecticut
$137K
PCM
682
Penserra Capital Management
California
$136K
BAM
683
Belpointe Asset Management
Nevada
$134K +$23K +117 +20%
BAM
684
Byrne Asset Management
New Jersey
$126K +$2.75K +14 +2%
EDRH
685
Edmond de Rothschild Holding
Switzerland
$118K +$12.6K +64 +12%
HI
686
Harbour Investments
Wisconsin
$118K -$43.4K -221 -27%
EWM
687
Endurance Wealth Management
Rhode Island
$113K
TWM
688
Tradition Wealth Management
Minnesota
$113K +$7.86K +40 +7%
GEA
689
Glen Eagle Advisors
New Jersey
$112K -$1.57K -8 -1%
HIIFS
690
Harel Insurance Investments & Financial Services
Israel
$112K +$28.7K +146 +34%
CMF
691
Counterpoint Mutual Funds
California
$107K -$24.4K -124 -18%
AA
692
Alta Advisers
United Kingdom
$97.4K
WSCM
693
Wellington Shields Capital Management
New York
$97.4K +$98.2K +500 New
GRP
694
Global Retirement Partners
California
$96.7K +$63.2K +322 +122%
TWA
695
TCI Wealth Advisors
Arizona
$93K
PA
696
Parallel Advisors
California
$92K +$9.43K +48 +11%
BBHC
697
Brown Brothers Harriman & Co
New York
$90K +$5.11K +26 +6%
WT
698
Whittier Trust
California
$87.7K
TIM
699
Thompson Investment Management
Wisconsin
$85.8K +$86.4K +440 New
Jones Financial Companies
700
Jones Financial Companies
Missouri
$81.5K