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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$15K -$1.71K -44 -10%
WTC
177
WhitTier Trust Company
Nevada
$14K – – –
PB
178
Pinnacle Bancorp
Nebraska
$13K – – –
BTI
179
Blue Trust Inc
Georgia
$13K +$13K +335 New
HWMA
180
Heritage Wealth Management (Arizona)
Arizona
$12.2K – – –
WT
181
Whittier Trust
California
$12K -$1.63K -42 -11%
UB
182
UMB Bank
Missouri
$11K -$11.5K -295 -49%
CFO
183
CVA Family Office
Colorado
$11K – – –
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
ST
185
Smithfield Trust
Pennsylvania
$9K – – –
OLVIG
186
Oliver Lagore Vanvalin Investment Group
Michigan
$8K – – –
CA
187
CoreCap Advisors
Michigan
$8K +$8.75K +225 New
SC
188
Schubert & Co
Texas
$8K +$8.95K +230 New
GWMIA
189
Global Wealth Management Investment Advisory
Florida
$7K – – –
HCP
190
Hexagon Capital Partners
Arkansas
$7K +$7.86K +202 New
Deutsche Bank
191
Deutsche Bank
Germany
$6K – – –
SC
192
Stephens Consulting
Michigan
$5.05K – – –
OAJ
193
Ogorek Anthony Joseph
New York
$5K – – –
Federated Hermes
194
Federated Hermes
Pennsylvania
$5K +$584 +15 +11%
CFGS
195
Concourse Financial Group Securities
Alabama
$5K +$5.99K +154 New
JWA
196
JFS Wealth Advisors
Pennsylvania
$4K -$19.3K -496 -82%
AFS
197
Annapolis Financial Services
Maryland
$4K – – –
HWM
198
HighMark Wealth Management
Minnesota
$4K – – –
IFAM
199
Institutional & Family Asset Management
Colorado
$4K +$39 +1 +1%
HGWM
200
Harvest Group Wealth Management
Massachusetts
$4K +$3.81K +98 New