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Name Holding Trade Value Shares
Change
Change in
Stake
CT
551
Caldwell Trust
Florida
$70.3K -$3.01K -25 -4%
CFD
552
Creative Financial Designs
Indiana
$65K +$2.41K +20 +4%
CFGS
553
Concourse Financial Group Securities
Alabama
$63K -$68.2K -567 -51%
IFAM
554
Institutional & Family Asset Management
Colorado
$62K +$361 +3 +0.6%
BBHC
555
Brown Brothers Harriman & Co
New York
$60K -$2.65K -22 -4%
Loomis, Sayles & Company
556
Loomis, Sayles & Company
Massachusetts
$59K -$46.2K -384 -43%
CWP
557
Concord Wealth Partners
Virginia
$59K -$2.17K -18 -3%
IA
558
IFP Advisors
Florida
$58K +$48.7K +405 +83%
AA
559
Addison Advisors
Vermont
$50K – – –
WTC
560
WhitTier Trust Company
Nevada
$49K – – –
LWA
561
Lowe Wealth Advisors
Maryland
$47K – – –
TCM
562
Tradewinds Capital Management
Washington
$47K +$12K +100 +33%
Bank Julius Baer & Co
563
Bank Julius Baer & Co
Switzerland
$45K +$45.5K +378 New
HR
564
Howe & Rusling
New York
$43K +$3.13K +26 +8%
BC
565
Bartlett & Co
Ohio
$42K +$42.1K +350 New
BCWM
566
Bartlett & Co Wealth Management
Ohio
$41.5K +$42.1K +350 New
WOC
567
West Oak Capital
California
$38K – – –
HH
568
HWG Holdings
Texas
$38K +$7.34K +61 +23%
HCP
569
Hexagon Capital Partners
Arkansas
$33K – – –
JWM
570
Janiczek Wealth Management
Colorado
$32K -$43.1K -358 -57%
HWA
571
Heritage Wealth Advisors
Virginia
$30K – – –
GRP
572
Global Retirement Partners
California
$30K +$36.1K +300 New
TPCW
573
TD Private Client Wealth
New York
$26.7K +$5.17K +43 +24%
RTC
574
Riverview Trust Company
Washington
$26K +$26.1K +217 New
CWC
575
Carolinas Wealth Consulting
North Carolina
$24K – – –