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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
Aquatic Capital Management
Illinois
$60K +$58.4K +2,000 New
SPIA
177
Steward Partners Investment Advisory
New York
$57K -$19.7K -674 -26%
SWM
178
Selective Wealth Management
Virginia
$57K
SWM
179
Spire Wealth Management
Virginia
$54K +$27.9K +955 +115%
FPS
180
Fieldpoint Private Securities
Connecticut
$52K +$10.5K +360 +26%
UB
181
UMB Bank
Missouri
$52K +$50.6K +1,732 New
WT
182
Whittier Trust
California
$46K -$46.7K -1,598 -51%
RPCONE
183
Retirement Planning Company of New England
Rhode Island
$46K +$44.6K +1,526 New
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$46K +$44.6K +1,528 New
Toronto Dominion Bank
185
Toronto Dominion Bank
Ontario, Canada
$43K
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$43K +$11.4K +391 +38%
HWA
187
HHM Wealth Advisors
Tennessee
$42K
HNB
188
Huntington National Bank
Ohio
$42K +$29 +1 +0.1%
PCG
189
Private Capital Group
Connecticut
$41K +$2.48K +85 +7%
BWM
190
BerganKDV Wealth Management
Minnesota
$37K -$29.2K -1,000 -45%
CBT
191
CoreFirst Bank & Trust
Kansas
$33K
Rockefeller Capital Management
192
Rockefeller Capital Management
New York
$30K -$7.71K -264 -20%
AA
193
Ancora Advisors
Ohio
$30K
BCV
194
Banque Cantonale Vaudoise
Switzerland
$30K
SIC
195
Salem Investment Counselors
North Carolina
$30K
TCWM
196
Total Clarity Wealth Management
Illinois
$30K
BWL
197
Bogart Wealth LLC
Virginia
$29K
GRP
198
Global Retirement Partners
California
$29K +$4.12K +141 +17%
ZB
199
Zions Bancorporation
Utah
$28K -$350 -12 -1%
EDRH
200
Edmond de Rothschild Holding
Switzerland
$27K