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Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
101
Blue Bell Private Wealth Management
Pennsylvania
$15K
NFG
102
Next Financial Group
Texas
$10K +$4.26K +150 +77%
WA
103
Winfield Associates
Ohio
$10K +$9.66K +340 New
EFSCE
104
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$2.16K -76 -22%
KT
105
Kanaly Trust
Texas
$5K -$6.2K -218 -57%
WC
106
Whitnell & Co
Illinois
$5K -$1.68K -59 -27%
CLOS
107
Compagnie Lombard Odier SCmA
Switzerland
$5K
MPWT
108
MassMutual Private Wealth & Trust
Connecticut
$4.75K +$3.38K +119 +313%
TRCT
109
Tower Research Capital (TRC)
New York
$4K -$1.68K -59 -31%
IR
110
Invictus RG
Bermuda
$4K +$3.81K +134 New
RFA
111
Reilly Financial Advisors
California
$3K
WA
112
WealthTrust-Arizona
Arizona
$3K
WT
113
Whittier Trust
California
$3K
WTC
114
WhitTier Trust Company
Nevada
$3K
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.19K +77 +175%
DADC
116
D.A. Davidson & Co
Montana
$2K -$1.45K -51 -42%
HI
117
Hudock Inc
Pennsylvania
$2K
FNBT
118
FineMark National Bank & Trust
Florida
$2K +$1.28K +45 +167%
RWM
119
Raffa Wealth Management
District of Columbia
$1.78K
UFA
120
US Financial Advisors
Massachusetts
$1K
CAW
121
Cornerstone Advisors (Washington)
Washington
$1K +$995 +35 New
GWM
122
Geneos Wealth Management
Colorado
$1K +$1.42K +50 New
WEC
123
Winslow Evans & Crocker
Massachusetts
$876 -$28 -1 -3%
CS
124
Credential Securities
$573 -$4.66K -164 -90%
Geode Capital Management
125
Geode Capital Management
Massachusetts
$431 -$34.5K -1,215 -8%