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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
526
Brown Brothers Harriman & Co
New York
$77K +$13.8K +73 +20%
WFA
527
Wipfli Financial Advisors
Wisconsin
$72K +$78.7K +416 New
GWM
528
Geneos Wealth Management
Colorado
$60K
TPCW
529
TD Private Client Wealth
New York
$58.2K +$5.67K +30 +10%
VIA
530
Virtus Investment Advisers
Connecticut
$54K +$58.8K +311 New
MA
531
MUFG Americas
New York
$47K
Pacer Advisors
532
Pacer Advisors
Pennsylvania
$47K +$11.3K +60 +28%
PI
533
PineBridge Investments
New York
$46K -$1.66M -8,777 -97%
Bank Julius Baer & Co
534
Bank Julius Baer & Co
Switzerland
$45K -$756 -4 -2%
SWM
535
Sugarloaf Wealth Management
Georgia
$43K -$2.65K -14 -5%
SWA
536
Sutton Wealth Advisors
Florida
$42.3K +$756 +4 +2%
LC
537
Lindbrook Capital
California
$42K +$23.8K +126 +110%
ST
538
Smithfield Trust
Pennsylvania
$41K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
539
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$40K -$561K -2,965 -93%
BTI
540
Blue Trust Inc
Georgia
$40K +$11.5K +61 +36%
TCWA
541
Ten Capital Wealth Advisors
Washington
$36K +$39K +206 New
HPC
542
HM Payson & Co
Maine
$35K -$10.2K -54 -21%
SIC
543
SJS Investment Consulting
Ohio
$35K +$38K +201 New
SPIA
544
Steward Partners Investment Advisory
New York
$33K -$946 -5 -3%
CAL
545
Capital Analysts LLC
Pennsylvania
$29K +$3.78K +20 +14%
NFSG
546
Newbridge Financial Services Group
Florida
$27K -$19.1K -101 -39%
EC
547
EdgeRock Capital
Colorado
$27K +$29.1K +154 New
FF
548
FourThought Financial
Florida
$25K
SIC
549
Salem Investment Counselors
North Carolina
$25K
CA
550
Clearstead Advisors
Ohio
$25K +$4.16K +22 +18%