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Name Holding Trade Value Shares
Change
Change in
Stake
EP
701
Essential Partners
California
$100K +$102K +411 New
WT
702
Whittier Trust
California
$98.8K -$7.23K -29 -7%
ETS
703
ESL Trust Services
New York
$97.8K
GRP
704
Global Retirement Partners
California
$96.3K +$98.2K +394 New
AWM
705
Accredited Wealth Management
Kentucky
$89.6K -$4.99K -20 -5%
SIM
706
Sentry Investment Management
Wisconsin
$89K
MCM
707
MAI Capital Management
Ohio
$88.2K +$6.98K +28 +8%
BBPWM
708
Blue Bell Private Wealth Management
Pennsylvania
$88K
TVWM
709
Tower View Wealth Management
Wisconsin
$87.5K +$89.3K +358 New
MSE
710
MUFG Securities EMEA
United Kingdom
$86.8K -$9.14M -36,644 -99%
ECM
711
Estabrook Capital Management
New York
$83.6K -$24.9K -100 -23%
AAM
712
Advisors Asset Management
Colorado
$82.1K -$316K -1,268 -79%
OIAM
713
OFI Invest Asset Management
France
$81.2K +$27.9K +112 +40%
OL
714
OneFund LLC
Florida
$79K +$80.5K +323 New
TFA
715
Transamerica Financial Advisors
Florida
$78.3K -$1.5K -6 -2%
EB
716
Eastern Bank
Massachusetts
$69.7K
HPC
717
HM Payson & Co
Maine
$69.7K
GIM
718
Generali Investments Management
Slovenia
$63K -$76.5K -307 -54%
RA
719
Ransom Advisory
Rhode Island
$61.1K
TCM
720
Traub Capital Management
Massachusetts
$61.1K +$62.3K +250 New
AA
721
Ancora Advisors
Ohio
$59.9K -$18.9K -76 -24%
MWM
722
Mascoma Wealth Management
New Hampshire
$59.2K
AAP
723
Arax Advisory Partners
Colorado
$58.7K +$9.22K +37 +31%
ADL
724
Asset Dedication LLC
California
$53.8K -$144K -578 -72%
CFO
725
CVA Family Office
Colorado
$53.5K +$21.2K +85 +63%