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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
701
Brown Brothers Harriman & Co
New York
$169K +$3.31K +112 +2%
ICP
702
Interchange Capital Partners
Pennsylvania
$163K +$161K +5,445 New
PWA
703
Phoenix Wealth Advisors
North Carolina
$160K +$157K +5,316 New
EARNEST Partners
704
EARNEST Partners
Georgia
$155K -$2.76M -93,649 -95%
SBSB
705
Sullivan, Bruyette, Speros & Blaney
Virginia
$154K
HWM
706
Holloway Wealth Management
Florida
$153K
NOI
707
Newton One Investments
Delaware
$153K +$150K +5,075 New
PFO
708
Pathstone Family Office
New Jersey
$152K +$20.3K +687 +16%
OSNBOA
709
Old Second National Bank of Aurora
Illinois
$146K
CHA
710
Carmichael Hill & Associates
Maryland
$145K +$177 +6 +0.1%
PHK
711
Point72 Hong Kong
Hong Kong
$143K -$4.04M -136,988 -97%
SFO
712
Standard Family Office
South Dakota
$141K +$138K +4,673 New
PWPS
713
Pinnacle Wealth Planning Services
Ohio
$136K +$133K +4,495 New
JFA
714
JNBA Financial Advisors
Minnesota
$133K +$1.03K +35 +0.8%
MLFP
715
MPS Loria Financial Planners
Illinois
$129K -$31.8K -1,076 -20%
AIL
716
AGF Investments LLC
Ontario, Canada
$128K -$231K -7,837 -65%
RE
717
RBC Europe
United Kingdom
$127K
GRP
718
Global Retirement Partners
California
$124K +$531 +18 +0.4%
CF
719
Centaurus Financial
California
$123K -$16.6K -561 -12%
HFA
720
Hoover Financial Advisors
Pennsylvania
$123K +$120K +4,055 New
MIM
721
Merrion Investment Management
New Jersey
$122K +$120K +4,066 New
HI
722
Hudock Inc
Pennsylvania
$121K +$413 +14 +0.3%
SWA
723
Sutton Wealth Advisors
Florida
$118K +$708 +24 +0.6%
CT
724
Caldwell Trust
Florida
$109K
FWM
725
Focused Wealth Management
New York
$108K +$41.6K +1,410 +65%