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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
701
MassMutual Private Wealth & Trust
Connecticut
$166K +$12.2K +63 +10%
MCM
702
Manchester Capital Management
Vermont
$156K +$32.2K +166 +33%
RP
703
Rowlandmiller & Partners
Georgia
$151K +$125K +645 New
TWC
704
TD Waterhouse Canada
Ontario, Canada
$131K +$19.6K +101 +22%
CA
705
Clearstead Advisors
Ohio
$119K +$38.4K +198 +63%
OCM
706
Orion Capital Management
California
$116K
CIAM
707
Caitong International Asset Management
Hong Kong
$113K +$94.1K +485 New
SAG
708
SageView Advisory Group
California
$108K +$89.6K +462 New
TWD
709
True Wealth Design
Ohio
$106K +$7.37K +38 +9%
CIBC Private Wealth Group
710
CIBC Private Wealth Group
Georgia
$99.6K +$53.4K +275 +182%
AssetMark Inc
711
AssetMark Inc
California
$95K +$40K +206 +103%
TFIPS
712
Towarzystwo Funduszy Inwestycyjnych PZU SA
$86.5K +$71.8K +370 New
VR
713
Vision Retirement
New Jersey
$85.8K +$71.2K +367 New
SS
714
Sunbelt Securities
Texas
$85.6K -$133K -688 -65%
VCM
715
Versant Capital Management
Arizona
$85.4K +$582 +3 +0.8%
EPG
716
Estate Planners Group
Pennsylvania
$83.5K +$69.3K +357 New
WT
717
Whittier Trust
California
$83.1K
SOAM
718
SBI Okasan Asset Management
Japan
$82.7K +$67.1K +346 New
AF
719
Advisornet Financial
Minnesota
$77.9K -$19.8K -102 -23%
LI
720
LRI Investments
Florida
$77.5K +$54.3K +280 +549%
BWA
721
Basecamp Wealth Advisors
Washington
$73K +$60.5K +312 New
RAM
722
Reflection Asset Management
South Carolina
$72.3K +$59.9K +309 New
ACA
723
Atlas Capital Advisors
Wyoming
$69.7K +$57.8K +298 New
QL
724
Quarry LP
New York
$68.3K -$170K -878 -75%
RFP
725
Root Financial Partners
California
$68.1K -$3.49K -18 -6%