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Name Holding Trade Value Shares
Change
Change in
Stake
TL
1051
TrueWealth LLC
Georgia
$45K -$14.9K -80 -26%
ONST
1052
Old North State Trust
North Carolina
$45K
SLF
1053
Sun Life Financial
Ontario, Canada
$41K -$41.8K -225 -52%
PWP
1054
Personal Wealth Partners
Minnesota
$41K +$38.9K +209 New
CI
1055
CX Institutional
Indiana
$40K -$3.35K -18 -8%
AF
1056
Allworth Financial
California
$39K
CA
1057
Centerpoint Advisors
Massachusetts
$39K
TF
1058
TimeScale Financial
Massachusetts
$39K +$36.3K +195 New
PFBT
1059
Parkside Financial Bank & Trust
Missouri
$37K -$3.53K -19 -9%
PO
1060
Private Ocean
California
$37K +$5.21K +28 +17%
M
1061
MOTCO
Texas
$37K +$16.4K +88 +88%
LWA
1062
Lenox Wealth Advisors
New York
$35K -$2.79K -15 -8%
OAJ
1063
Ogorek Anthony Joseph
New York
$33K
TNBTD
1064
Trustmark National Bank Trust Department
Mississippi
$33K
FPS
1065
Fieldpoint Private Securities
Connecticut
$33K +$16K +86 +108%
TFO
1066
Tarbox Family Office
California
$32K +$4.83K +26 +19%
LWM
1067
Liberty Wealth Management
California
$31K
WPA
1068
West Paces Advisors
Georgia
$30.8K
PCP
1069
Proficio Capital Partners
Massachusetts
$30K -$29.6K -159 -51%
PC
1070
Permanens Capital
New York
$30K
FWM
1071
Focused Wealth Management
New York
$30K +$27.9K +150 New
FLPIM
1072
F.L. Putnam Investment Management
Massachusetts
$28K +$26.2K +141 New
FRA
1073
Front Row Advisors
California
$27K -$13.6K -73 -35%
FIB
1074
First Interstate Bank
Montana
$27K
NCM
1075
Next Capital Management
New York
$27K +$25.1K +135 New