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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
176
JFS Wealth Advisors
Pennsylvania
$94K
SWM
177
Selective Wealth Management
Virginia
$92K +$94.4K +3,000 New
CAL
178
Capital Analysts LLC
Pennsylvania
$84K
GWM
179
Geneos Wealth Management
Colorado
$80K
BWP
180
Baldwin Wealth Partners
Massachusetts
$74K +$4.06K +129 +6%
HI
181
Harbour Investments
Wisconsin
$71K +$11K +350 +18%
Deutsche Bank
182
Deutsche Bank
Germany
$69K -$387K -12,309 -84%
CFG
183
CKW Financial Group
Hawaii
$64K
PCG
184
Private Capital Group
Connecticut
$62K +$8.28K +263 +15%
LWCFA
185
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$58K -$3.65K -116 -6%
ZB
186
Zions Bancorporation
Utah
$54K +$503 +16 +0.9%
APA
187
American Portfolios Advisors
New York
$53.6K +$6.64K +211 +14%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$52K -$1.82K -58 -3%
CBT
189
CoreFirst Bank & Trust
Kansas
$52K
Schroder Investment Management Group
190
Schroder Investment Management Group
United Kingdom
$48K +$45.5K +1,447 +1,352%
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$47K +$6.67K +212 +16%
HNB
192
Huntington National Bank
Ohio
$46K +$9.38K +298 +24%
Bessemer Group
193
Bessemer Group
New Jersey
$44K -$80.6K -2,562 -64%
HPC
194
HM Payson & Co
Maine
$41K +$1.89K +60 +5%
EI
195
Ellevest Inc
New York
$39K +$2.14K +68 +6%
WTC
196
WhitTier Trust Company
Nevada
$38K +$31.8K +1,011 +445%
SWM
197
Spire Wealth Management
Virginia
$37K
AF
198
Advisornet Financial
Minnesota
$34K
FGAM
199
Financial Gravity Asset Management
Texas
$31K
NFG
200
Next Financial Group
Texas
$31K +$32K +1,016 New