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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
601
Highline Wealth Partners
California
$18.9K – – –
ATC
602
Adirondack Trust Company
New York
$18.4K – – –
Bank Julius Baer & Co
603
Bank Julius Baer & Co
Switzerland
$18K +$1.61K +13 +9%
RTC
604
Riverview Trust Company
Washington
$17.8K – – –
WhitTier Trust Company
605
WhitTier Trust Company
Nevada
$17.1K +$1.36K +11 +8%
LG
606
LAM Group
Oregon
$16.7K – – –
BWP
607
Baldwin Wealth Partners
Massachusetts
$16.7K +$9.3K +75 +100%
PA
608
PSI Advisors
Florida
$15.9K – – –
CFD
609
Creative Financial Designs
Indiana
$15.6K – – –
CYG
610
Clean Yield Group
Vermont
$15.4K – – –
NECFA
611
New England Capital Financial Advisors
Connecticut
$14.5K – – –
Farther Finance Advisors
612
Farther Finance Advisors
California
$14.5K +$1.61K +13 +11%
PP
613
Pacifica Partners
Canada
$13.5K +$16.1K +130 New
TFA
614
Toth Financial Advisory
Virginia
$13.4K +$2.48K +20 +20%
SWA
615
Sutton Wealth Advisors
Florida
$12.8K -$2.36K -19 -14%
NIC
616
Northwest Investment Counselors
Oregon
$12.2K – – –
HWM
617
HighMark Wealth Management
Minnesota
$12.1K – – –
QPBE
618
Quintet Private Bank (Europe)
Luxembourg
$12.1K +$13.5K +109 New
VCM
619
Versant Capital Management
Arizona
$12.1K – – –
BWM
620
BerganKDV Wealth Management
Minnesota
$12K – – –
Baker Avenue Asset Management
621
Baker Avenue Asset Management
California
$11.9K – – –
TCI Wealth Advisors
622
TCI Wealth Advisors
Arizona
$11.6K -$124 -1 -1%
WIM
623
WealthPlan Investment Management
Nebraska
$11.2K +$12.5K +101 New
JFA
624
JNBA Financial Advisors
Minnesota
$11.1K – – –
Benjamin F. Edwards & Company
625
Benjamin F. Edwards & Company
Missouri
$11K – – –