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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
626
Parvin Asset Management
South Dakota
$114K
AIP
627
Ameritas Investment Partners
Nebraska
$114K
Bank Julius Baer & Co
628
Bank Julius Baer & Co
Switzerland
$103K
PFBT
629
Parkside Financial Bank & Trust
Missouri
$102K -$2.62K -28 -3%
SWP
630
Strategic Wealth Partners
Ohio
$98.9K -$18.7K -200 -16%
EI
631
EFG International
$97.5K +$97.3K +1,042 New
BW
632
Bravera Wealth
North Dakota
$90.2K -$13.2K -141 -13%
SIC
633
SJS Investment Consulting
Ohio
$84.8K -$1.21K -13 -1%
PTC
634
Private Trust Company
Ohio
$84.4K -$61.9K -663 -42%
SCM
635
Silvant Capital Management
Georgia
$83.2K
AEPWM
636
Atlantic Edge Private Wealth Management
Florida
$81.5K -$4.67K -50 -5%
MG
637
Mather Group
Illinois
$74.1K +$74K +792 New
C
638
Covestor
United Kingdom
$74K -$85.4K -914 -53%
RFP
639
Root Financial Partners
California
$73K +$12.8K +137 +21%
ACA
640
American Capital Advisory
Idaho
$69.4K +$1.96K +21 +3%
M
641
MOTCO
Texas
$66.9K -$44.7K -479 -40%
BC
642
Bayforest Capital
United Kingdom
$63.3K -$291K -3,111 -82%
CB
643
CNB Bank
Pennsylvania
$61.9K
GWP
644
Gen-Wealth Partners
Michigan
$61.8K +$3.74K +40 +6%
AUB
645
Atlantic Union Bankshares
Virginia
$61.6K -$3.27K -35 -5%
HI
646
Harbour Investments
Wisconsin
$56.6K +$18.5K +198 +49%
SWA
647
SOA Wealth Advisors
New York
$56.1K +$374 +4 +0.7%
SAM
648
Smartleaf Asset Management
Massachusetts
$52.5K -$9.34K -100 -15%
JFA
649
JNBA Financial Advisors
Minnesota
$52K
TWD
650
True Wealth Design
Ohio
$48.4K