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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
451
Concourse Financial Group Securities
Alabama
$50.1K +$2.77K +15 +6%
UOTTAIMCU
452
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$48.7K +$47.4K +257 New
NSIM
453
North Star Investment Management
Illinois
$42.3K
CFD
454
Creative Financial Designs
Indiana
$38.9K +$37.8K +205 New
CWC
455
Carolinas Wealth Consulting
North Carolina
$38.1K +$184 +1 +0.5%
WTA
456
Washington Trust Advisors
Massachusetts
$37.9K
CFM
457
Catalyst Funds Management
Australia
$37.9K +$36.9K +200 New
RFA
458
Register Financial Advisors
Georgia
$37.5K +$36.5K +198 New
PCWA
459
Pacific Capital Wealth Advisors
California
$36.2K
WTC
460
WhitTier Trust Company
Nevada
$34.7K
MPWT
461
MassMutual Private Wealth & Trust
Connecticut
$34.3K +$738 +4 +2%
WT
462
Whittier Trust
California
$33K
ACA
463
Atlas Capital Advisors
Wyoming
$32K +$31.2K +169 New
CI
464
Cordant Inc
Oregon
$31.9K -$2.95K -16 -9%
BTI
465
Blue Trust Inc
Georgia
$30.5K -$7.75K -42 -21%
QL
466
Quarry LP
New York
$30.1K +$28.8K +156 +5,200%
HNB
467
Huntington National Bank
Ohio
$27.3K +$4.8K +26 +22%
AEPWM
468
Atlantic Edge Private Wealth Management
Florida
$26.5K
CM
469
Castleark Management
Illinois
$26.5K
NCTC
470
New Covenant Trust Company
Indiana
$26.5K +$25.8K +140 New
FFA
471
Farther Finance Advisors
California
$25.4K +$553 +3 +2%
BBHC
472
Brown Brothers Harriman & Co
New York
$23.1K
CI Investments Inc
473
CI Investments Inc
Ontario, Canada
$23K +$5.54K +30 +33%
SL
474
Salomon & Ludwin
Virginia
$22.9K +$22.3K +121 New
VWM
475
Venturi Wealth Management
Texas
$21.8K +$11.4K +62 +117%