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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1001
Tradewinds Capital Management
Washington
$116K +$1.41K +10 +1%
CBT
1002
Central Bank & Trust
Kentucky
$115K -$56.4K -401 -30%
CT
1003
Caldwell Trust
Florida
$115K -$57K -405 -30%
CYG
1004
Clean Yield Group
Vermont
$114K -$39.4K -280 -23%
OC
1005
Oakworth Capital
Alabama
$111K -$29.3K -208 -19%
IAS
1006
IMA Advisory Services
Colorado
$110K -$6.33K -45 -5%
MSE
1007
MUFG Securities EMEA
United Kingdom
$107K -$2.87M -20,419 -96%
SFFS
1008
Stonehage Fleming Financial Services
Jersey
$107K +$124K +883 New
CF
1009
Centaurus Financial
California
$104K -$52.5K -373 -30%
RFA
1010
Reilly Financial Advisors
California
$95K +$7.04K +50 +7%
NSIM
1011
North Star Investment Management
Illinois
$89K +$31.7K +225 +44%
QAM
1012
QCI Asset Management
New York
$87K -$7.74K -55 -7%
WQ
1013
Wealth Quarterback
New Jersey
$86.6K
Acadian Asset Management
1014
Acadian Asset Management
Massachusetts
$84K -$21.5K -153 -18%
EFSCE
1015
Enterprise Financial Services Corp (EFSC)
Missouri
$84K +$12K +85 +14%
CAM
1016
Close Asset Management
United Kingdom
$80K
MAWCM
1017
Mine & Arao Wealth Creation & Management
California
$79K -$14.6K -104 -14%
TF
1018
TimeScale Financial
Massachusetts
$78K
CWP
1019
CFM Wealth Partners
Texas
$76K -$14.2K -101 -14%
CQS
1020
Credential Qtrade Securities
$74.6K +$18.3K +130 +27%
HR
1021
Howe & Rusling
New York
$74K -$4.74M -33,665 -98%
NFG
1022
Next Financial Group
Texas
$73K -$162K -1,154 -66%
GRP
1023
Global Retirement Partners
California
$71K +$5.49K +39 +7%
KPCM
1024
Kings Point Capital Management
New York
$69K -$49.7K -353 -38%
LWA
1025
Lenox Wealth Advisors
New York
$66K