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Name Holding Trade Value Shares
Change
Change in
Stake
GRP
901
Global Retirement Partners
California
$78K +$11.5K +40 +15%
PVH
902
Psagot Value Holdings
Israel
$77K -$23.1K -80 -21%
CI
903
CAZ Investments
Texas
$77K
CYG
904
Clean Yield Group
Vermont
$77K
SN
905
Sittner & Nelson
Oregon
$77K
IFAM
906
Institutional & Family Asset Management
Colorado
$75K +$27.7K +96 +49%
CWC
907
Carolinas Wealth Consulting
North Carolina
$69K +$64K +222 +493%
LFG
908
Larson Financial Group
Missouri
$67K -$32.3K -112 -30%
ATC
909
Adirondack Trust Company
New York
$65K
CLOS
910
Compagnie Lombard Odier SCmA
Switzerland
$64K +$72K +250 New
FIA
911
FNY Investment Advisers
New York
$64K +$72.3K +251 New
JCM
912
Jacobi Capital Management
Pennsylvania
$63K
WT
913
Whittier Trust
California
$62K +$68.9K +239 New
TWA
914
TCI Wealth Advisors
Arizona
$61K +$6.92K +24 +11%
MPWT
915
MassMutual Private Wealth & Trust
Connecticut
$58K -$1.44K -5 -2%
BWA
916
BDO Wealth Advisors
Florida
$57K
AJ
917
Ashburton (Jersey)
Jersey
$54K
FRA
918
Front Row Advisors
California
$54K
CI
919
CX Institutional
Indiana
$51K
MCM
920
MV Capital Management
Maryland
$51K
PWMG
921
Prestige Wealth Management Group
New Jersey
$51K +$28.8K +100 +100%
HA
922
Herold Advisors
New York
$51K +$57.6K +200 New
TCM
923
Tradewinds Capital Management
Washington
$49K
PFGIA
924
Patriot Financial Group Insurance Agency
Massachusetts
$48K -$519K -1,800 -91%
TIM
925
Tortoise Investment Management
New York
$46K