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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
751
Tyler-Stone Wealth Management
Ohio
$200K +$203K +4,908 New
GWM
752
Geneos Wealth Management
Colorado
$195K +$22.4K +541 +13%
PFSC
753
Peoples Financial Services Corp
Pennsylvania
$190K
NOI
754
Newton One Investments
Delaware
$187K
HI
755
Harbour Investments
Wisconsin
$185K -$5.17K -125 -3%
SFFS
756
Stonehage Fleming Financial Services
Jersey
$184K +$186K +4,505 New
BBHC
757
Brown Brothers Harriman & Co
New York
$182K -$289 -7 -0.2%
PFBT
758
Parkside Financial Bank & Trust
Missouri
$182K -$1.07K -26 -0.6%
CFB
759
Cullen/Frost Bankers
Texas
$179K -$34.1K -826 -16%
FHA
760
First Horizon Advisors
Tennessee
$171K -$26.7K -647 -13%
First Manhattan
761
First Manhattan
New York
$170K
TCWA
762
Ten Capital Wealth Advisors
Washington
$168K +$57K +1,378 +50%
CBT
763
CoreFirst Bank & Trust
Kansas
$164K
GI
764
Gradient Investments
Minnesota
$158K -$19.4K -470 -11%
TFA
765
Transamerica Financial Advisors
Florida
$151K -$2.89K -70 -2%
CHA
766
Carmichael Hill & Associates
Maryland
$150K +$207 +5 +0.1%
TF
767
Tompkins Financial
New York
$148K
WT
768
Whittier Trust
California
$143K -$9.71K -235 -6%
APW
769
Austin Private Wealth
Texas
$143K +$145K +3,504 New
KTC
770
Kistler-Tiffany Companies
Pennsylvania
$142K +$83 +2 +0.1%
EARNEST Partners
771
EARNEST Partners
Georgia
$138K
CA
772
Clearstead Advisors
Ohio
$138K +$80.9K +1,957 +138%
BTI
773
Blue Trust Inc
Georgia
$135K -$61.9K -1,497 -32%
BFEC
774
Benjamin F. Edwards & Company
Missouri
$134K +$1.32K +32 +1%
UCB
775
United Community Bank
South Carolina
$128K +$130K +3,150 New