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Name Holding Trade Value Shares
Change
Change in
Stake
MA
701
Montag & Associates
Georgia
$55K +$45.8K +219 +421%
HNB
702
Huntington National Bank
Ohio
$53K – – –
S
703
SignatureFD
Georgia
$52K +$27.2K +130 +102%
BMD
704
Better Money Decisions
New Mexico
$52K +$54.4K +260 New
CCM
705
Covington Capital Management
California
$50K – – –
WWMSC
706
Wagner Wealth Management (South Carolina)
South Carolina
$48K +$49.4K +236 New
WT
707
Whittier Trust
California
$47K +$48.8K +233 New
SFSIG
708
San Francisco Sentry Investment Group
California
$46K – – –
ATC
709
Adirondack Trust Company
New York
$45K +$7.33K +35 +18%
BWP
710
Baldwin Wealth Partners
Massachusetts
$44K +$31.4K +150 +214%
Lazard Asset Management
711
Lazard Asset Management
New York
$41K -$4.35M -20,792 -99%
Bank Julius Baer & Co
712
Bank Julius Baer & Co
Switzerland
$40K -$1.1M -5,252 -96%
LC
713
Lindbrook Capital
California
$38K +$3.56K +17 +10%
BBHC
714
Brown Brothers Harriman & Co
New York
$36K +$18K +86 +93%
TFGT
715
TS Financial Group (TSFG)
Illinois
$36K +$33.5K +160 +800%
BDWM
716
Brewin Dolphin Wealth Management
Ireland
$34.7K – – –
FMII
717
Farmers & Merchants Investments Inc
Nebraska
$34K -$1.05K -5 -3%
RFA
718
Reilly Financial Advisors
California
$34K – – –
ACM
719
Allred Capital Management
Texas
$32.3K +$33.5K +160 New
FHC
720
First Horizon Corporation
Tennessee
$31K -$1.67K -8 -5%
BCM
721
Blume Capital Management
California
$30K – – –
JGIA
722
Jackson Grant Investment Advisers
Connecticut
$30K – – –
TFM
723
TFC Financial Management
Massachusetts
$30K – – –
PFGIA
724
Patriot Financial Group Insurance Agency
Massachusetts
$27K -$10.5K -50 -27%
HWM
725
HighMark Wealth Management
Minnesota
$27K – – –