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Name Holding Trade Value Shares
Change
Change in
Stake
S
651
SignatureFD
Georgia
$117K -$44K -440 -27%
PFGIA
652
Patriot Financial Group Insurance Agency
Massachusetts
$116K +$9.7K +97 +9%
ICM
653
Islay Capital Management
Texas
$114K -$110K -1,096 -48%
FWM
654
Focused Wealth Management
New York
$111K -$3.1K -31 -3%
Acadian Asset Management
655
Acadian Asset Management
Massachusetts
$106K -$13.8M -138,267 -99%
GWS
656
Glassman Wealth Services
Virginia
$105K +$3.6K +36 +3%
BBHC
657
Brown Brothers Harriman & Co
New York
$100K +$5.6K +56 +6%
PS
658
Planned Solutions
California
$99K +$50K +500 +98%
EP
659
Eudaimonia Partners
Tennessee
$98K
KPCM
660
Kings Point Capital Management
New York
$98K
Bank Julius Baer & Co
661
Bank Julius Baer & Co
Switzerland
$97K -$351K -3,504 -78%
PWPS
662
Pinnacle Wealth Planning Services
Ohio
$95K +$97.9K +979 New
ACM
663
AUA Capital Management
Pennsylvania
$90K
LIA
664
Luken Investment Analytics
Tennessee
$88K +$90K +900 New
PIM
665
Platinum Investment Management
Australia
$83K +$8.5K +85 +11%
TCOV
666
Trust Company of Vermont
Vermont
$78K
NC
667
Nixon Capital
Texas
$78K +$80K +800 New
TPWA
668
TRUE Private Wealth Advisors
Oregon
$77K +$79K +790 New
MA
669
MUFG Americas
New York
$76K +$400 +4 +0.5%
BAM
670
Bellevue Asset Management
Washington
$70K
VCM
671
Versant Capital Management
Arizona
$67K -$500 -5 -0.7%
Rockefeller Capital Management
672
Rockefeller Capital Management
New York
$66K +$2.2K +22 +3%
CWP
673
Concord Wealth Partners
Virginia
$65K +$66.6K +666 New
IA
674
IFP Advisors
Florida
$56K -$2.7K -27 -4%
LWCFA
675
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K +$50K +500 +714%