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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1026
BerganKDV Wealth Management
Minnesota
$41K +$42.4K +246 +6,150%
Lazard Asset Management
1027
Lazard Asset Management
New York
$39K -$27.5M -159,603 -100%
TWM
1028
Tradition Wealth Management
Minnesota
$39K +$344 +2 +0.9%
PCTC
1029
Perkins Coie Trust Company
Washington
$38K – – –
ODG
1030
O'Dell Group
Ohio
$36K +$37K +215 New
MHR
1031
Matthew Hamilton Rosenberg
$35K – – –
SC
1032
Steph & Co
Wisconsin
$33K +$34.4K +200 New
CG
1033
Cutler Group
California
$31K -$74.9K -435 -69%
MAM
1034
McCarthy Asset Management
California
$31K – – –
ECM
1035
Estabrook Capital Management
New York
$30.6K – – –
ADL
1036
Asset Dedication LLC
California
$30K -$33.4K -194 -51%
Loomis, Sayles & Company
1037
Loomis, Sayles & Company
Massachusetts
$30K +$31K +180 New
BCM
1038
Blume Capital Management
California
$29K – – –
CWC
1039
Carolinas Wealth Consulting
North Carolina
$28K – – –
GIA
1040
Goodwin Investment Advisory
Georgia
$27K – – –
HI
1041
Hudock Inc
Pennsylvania
$27K – – –
TCM
1042
Tradewinds Capital Management
Washington
$27K – – –
VCM
1043
Versant Capital Management
Arizona
$26K -$8.61K -50 -24%
EBA
1044
Eagle Bay Advisors
New York
$26K +$27.9K +162 New
RIM
1045
Rockbridge Investment Management
New York
$25K – – –
DFCM
1046
Dark Forest Capital Management
Puerto Rico
$25K +$25.7K +149 New
MPWT
1047
MassMutual Private Wealth & Trust
Connecticut
$24K -$3.27K -19 -12%
DOA
1048
D'Orazio & Associates
Virginia
$24K – – –
JWM
1049
Janiczek Wealth Management
Colorado
$24K +$20.7K +120 +462%
AWA
1050
Arkadios Wealth Advisors
Georgia
$22K -$156K -905 -87%