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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
351
Edmond de Rothschild Holding
Switzerland
$44.9K
FMP
352
Financial Management Professionals
Texas
$42.2K +$1.72K +37 +5%
AF
353
Advisornet Financial
Minnesota
$41.1K
SWM
354
Spire Wealth Management
Virginia
$41K -$22.8K -492 -37%
HDIM
355
Hanson & Doremus Investment Management
Vermont
$40K
LFG
356
Larson Financial Group
Missouri
$38.3K
PAM
357
Paradigm Asset Management
New York
$34.6K -$4.64K -100 -13%
MA
358
MCF Advisors
Kentucky
$34.1K
RIL
359
Rothschild Investment LLC
Illinois
$33.8K +$4.31K +93 +16%
UBP
360
Union Bancaire Privee
Switzerland
$32.3K +$22.5K +485 New
WA
361
Whipplewood Advisors
Colorado
$30K +$28.1K +606 New
PMFA
362
Plante Moran Financial Advisors
Michigan
$29.9K
CA
363
CoreCap Advisors
Michigan
$29.1K +$21.2K +456 +343%
CAL
364
Capital Analysts LLC
Pennsylvania
$29K
Bessemer Group
365
Bessemer Group
New Jersey
$29K +$7.7K +166 +41%
VWM
366
Venturi Wealth Management
Texas
$28.2K +$9.74K +210 +58%
CAS
367
Coppell Advisory Solutions
Texas
$27.8K +$2.32K +50 +10%
HPC
368
HM Payson & Co
Maine
$27.5K
WT
369
Whittier Trust
California
$26.5K
BWAM
370
Boyd Watterson Asset Management
Ohio
$25.3K
GKIM
371
GW&K Investment Management
Massachusetts
$25K
ACM
372
Accent Capital Management
Ohio
$24.7K
BCM
373
Berbice Capital Management
New York
$24.7K +$23.2K +500 New
SPF
374
South Plains Financial
Texas
$24.4K +$22.9K +493 New
ST
375
Smithfield Trust
Pennsylvania
$24K