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Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
601
Bessemer Group
New Jersey
$60K +$899 +13 +1%
IUHSA
602
Itau Unibanco Holding S.A.
Brazil
$59.1K +$22.5K +326 +61%
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$58.4K +$31.8K +460 +117%
CSB
604
City State Bank
Iowa
$57.8K
HI
605
Harbour Investments
Wisconsin
$54.5K +$19.9K +288 +57%
SAG
606
SageView Advisory Group
California
$54.4K +$55K +795 New
SA
607
Strategic Advocates
Utah
$47.9K
WSFS
608
Wilmington Savings Fund Society
Delaware
$47.9K
SAM
609
Smartleaf Asset Management
Massachusetts
$46K -$120K -1,738 -72%
PTC
610
Private Trust Company
Ohio
$46K +$1.73K +25 +4%
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$45.9K +$46.4K +671 New
TSMHT
612
Thurston Springer Miller Herd & Titak
Indiana
$44K +$44.5K +643 New
WT
613
Whittier Trust
California
$43.1K
SIC
614
SJS Investment Consulting
Ohio
$42.3K +$1.59K +23 +4%
TWC
615
TD Waterhouse Canada
Ontario, Canada
$40.4K +$4.84K +70 +13%
BW
616
Basepoint Wealth
Iowa
$38.7K +$39.1K +566 New
CSPIA
617
Cary Street Partners Investment Advisory
Virginia
$38.4K +$29.3K +424 +309%
CI
618
CAZ Investments
Texas
$34.2K
SCM
619
Silvant Capital Management
Georgia
$32.7K -$1.87K -27 -5%
WA
620
WPG Advisers
Maryland
$32.5K
Bank Julius Baer & Co
621
Bank Julius Baer & Co
Switzerland
$30.8K -$1.92M -27,740 -98%
APW
622
Aventura Private Wealth
Florida
$29.8K
TWD
623
True Wealth Design
Ohio
$29.6K +$15.4K +222 +105%
NSIM
624
North Star Investment Management
Illinois
$29.5K +$1.25K +18 +4%
MWA
625
Medallion Wealth Advisors
Connecticut
$28.9K