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Core Laboratories

Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
326
Trust Company of Vermont
Vermont
$32K
NWM
327
Northwest Wealth Management
Iowa
$25K
CT
328
Clearstead Trust
Maine
$25K +$24.3K +200 New
PFPT
329
Pinnacle Financial Partners (Tennessee)
Tennessee
$20K
CFG
330
Citizens Financial Group
Rhode Island
$20K +$6.94K +57 +54%
WA
331
WealthTrust-Arizona
Arizona
$15K -$2.31K -19 -14%
CPIG
332
Chicago Partners Investment Group
Illinois
$15K
HR
333
Howe & Rusling
New York
$15K
LFA
334
Legacy Financial Advisors
Kentucky
$15K
RWA
335
Ropes Wealth Advisors
Massachusetts
$15K
LC
336
Landaas & Company
Wisconsin
$14K +$13.9K +114 New
GWM
337
Geneos Wealth Management
Colorado
$13K
CTC
338
Central Trust Company
Missouri
$13K +$8.76K +72 +257%
BWA
339
BDO Wealth Advisors
Florida
$13K +$12.2K +100 New
IFAM
340
Institutional & Family Asset Management
Colorado
$12K
BBHC
341
Brown Brothers Harriman & Co
New York
$12K +$11.4K +94 New
DBT
342
Dubuque Bank & Trust
Iowa
$11K
BWA
343
Burt Wealth Advisors
Maryland
$9K
GAM
344
Gemmer Asset Management
California
$9K +$122 +1 +1%
SPIA
345
Steward Partners Investment Advisory
New York
$8K +$3.29K +27 +75%
QCG
346
Quadrant Capital Group
Ohio
$6K -$4.38K -36 -34%
PCP
347
Proficio Capital Partners
Massachusetts
$6K
AssetMark Inc
348
AssetMark Inc
California
$5K -$14.1K -116 -73%
PFSC
349
Peoples Financial Services Corp
Pennsylvania
$5K
MPWT
350
MassMutual Private Wealth & Trust
Connecticut
$4.04K