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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
101
Baldwin Wealth Partners
Massachusetts
$61K
BCWM
102
Bartlett & Co Wealth Management
Ohio
$60K
BC
103
Bartlett & Co
Ohio
$60K
PCG
104
Private Capital Group
Connecticut
$47K -$9.78K -317 -19%
LC
105
Lindbrook Capital
California
$40K +$15.6K +505 +76%
HNB
106
Huntington National Bank
Ohio
$33K +$278 +9 +0.9%
BBHC
107
Brown Brothers Harriman & Co
New York
$31K +$27.6K +896 New
CFG
108
Citizens Financial Group
Rhode Island
$30K
ZB
109
Zions Bancorporation
Utah
$29K +$1.14K +37 +5%
SPIA
110
Steward Partners Investment Advisory
New York
$28K +$2.84K +92 +13%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4K
VFA
112
Valeo Financial Advisors
Indiana
$24K +$2.59K +84 +13%
HR
113
Howe & Rusling
New York
$23K +$3.67K +119 +21%
QI
114
QS Investors
New York
$21K
Twin Tree Management
115
Twin Tree Management
Texas
$18K +$16K +520 New
AF
116
Advisornet Financial
Minnesota
$17K -$1.02K -33 -6%
WT
117
Washington Trust
Rhode Island
$17K
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$463 +15 +3%
PA
119
Parallel Advisors
California
$15K -$22.2K -720 -61%
ST
120
Smithfield Trust
Pennsylvania
$14K
JWA
121
JFS Wealth Advisors
Pennsylvania
$14K +$524 +17 +4%
RWB
122
RMR Wealth Builders
New Jersey
$14K +$12.5K +405 New
BL
123
Balentine LLC
Georgia
$14K +$12.9K +418 New
APA
124
American Portfolios Advisors
New York
$11.8K +$154 +5 +1%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$10K