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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
826
IHT Wealth Management
Illinois
$185K +$39.8K +391 +30%
SMFG
827
Sumitomo Mitsui Financial Group
Japan
$182K +$180K +1,768 New
CG
828
Cutler Group
California
$175K -$243K -2,380 -58%
MRCM
829
M&R Capital Management
New Jersey
$170K +$12.7K +125 +8%
FRA
830
Front Row Advisors
California
$169K +$169K +1,654 New
RPC
831
Rossmore Private Capital
Connecticut
$168K +$168K +1,645 New
SIAS
832
Shine Investment Advisory Services
Colorado
$162K
PFA
833
Pathway Financial Advisors
Vermont
$157K +$156K +1,532 New
SLF
834
Sun Life Financial
Ontario, Canada
$154K -$360K -3,528 -70%
IUHSA
835
Itau Unibanco Holding S.A.
Brazil
$154K +$61.2K +601 +66%
PCA
836
Peddock Capital Advisors
Massachusetts
$143K
LWCFA
837
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K
BBHC
838
Brown Brothers Harriman & Co
New York
$136K +$19.8K +194 +17%
AIA
839
Arcadia Investment Advisors
Idaho
$135K +$135K +1,322 New
AOWM
840
Alpha Omega Wealth Management
Virginia
$133K -$30.6K -300 -19%
TL
841
TrueWealth LLC
Georgia
$133K +$133K +1,303 New
CAL
842
Capital Analysts LLC
Pennsylvania
$132K
LNB
843
Ledyard National Bank
$131K -$2.04K -20 -2%
IWP
844
Icon Wealth Partners
Texas
$131K +$130K +1,278 New
WIM
845
Westside Investment Management
California
$130K
TRCT
846
Tower Research Capital (TRC)
New York
$128K -$23.6K -232 -16%
SBL
847
Sargent Bickham Lagudis
Colorado
$128K +$48.3K +474 +61%
C
848
Cerebellum
California
$125K +$125K +1,227 New
FMT
849
First Mercantile Trust
Tennessee
$123K +$122K +1,202 New
Bessemer Group
850
Bessemer Group
New Jersey
$118K +$77.7K +762 +196%