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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
451
Private Trust Company
Ohio
$38K +$16.6K +395 +55%
BWM
452
Baystate Wealth Management
Massachusetts
$36K +$337 +8 +0.8%
CSPAM
453
Cary Street Partners Asset Management
Virginia
$36K +$44.2K +1,050 New
CT
454
Clearstead Trust
Maine
$36K +$44.8K +1,064 New
BWL
455
Bogart Wealth LLC
Virginia
$33K -$6.69K -159 -14%
First Manhattan
456
First Manhattan
New York
$31K -$4.5K -107 -10%
HGERS
457
Householder Group Estate & Retirement Specialist
Arizona
$31K +$38.6K +918 New
HI
458
Harbour Investments
Wisconsin
$29K
RTC
459
Riverview Trust Company
Washington
$28K +$21.3K +505 +166%
EI
460
Ellevest Inc
New York
$27K +$20.6K +489 +156%
HFM
461
Harvest Fund Management
China
$26K -$85.6K -2,034 -73%
HPC
462
HM Payson & Co
Maine
$26K -$2.02K -48 -6%
LC
463
Lindbrook Capital
California
$26K +$11K +262 +52%
JFGIW
464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$75.7K -1,799 -71%
AWM
465
Accel Wealth Management
Iowa
$24K
LFG
466
Larson Financial Group
Missouri
$24K +$27K +642 +1,070%
MA
467
Montag & Associates
Georgia
$23K
LWCFA
468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K
PO
469
Private Ocean
California
$22K
WB
470
Webster Bank
Connecticut
$21K
CFO
471
CVA Family Office
Colorado
$20K -$379 -9 -2%
KFI
472
Key Financial Inc
Pennsylvania
$20K
PWMG
473
Prestige Wealth Management Group
New Jersey
$19K -$2.15K -51 -8%
BCMLT
474
Beacon Capital Management LLC (Tennessee)
Tennessee
$19K
HNWAG
475
High Net Worth Advisory Group
Florida
$18K