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Name Holding Trade Value Shares
Change
Change in
Stake
SSB
801
Sandy Spring Bank
Maryland
$79K – – –
Benjamin F. Edwards & Company
802
Benjamin F. Edwards & Company
Missouri
$75K – – –
C
803
Covestor
United Kingdom
$75K +$18K +43 +34%
Clearstead Advisors
804
Clearstead Advisors
Ohio
$74K – – –
MHR
805
Matthew Hamilton Rosenberg
$74K – – –
SOW
806
State of Wyoming
Wyoming
$73K -$31.8K -76 -31%
Global Retirement Partners
807
Global Retirement Partners
California
$70K +$66.1K +158 New
DI
808
Disciplined Investments
Oklahoma
$67K +$2.09K +5 +3%
AWA
809
Aaron Wealth Advisors
Illinois
$66.1K +$63.6K +152 New
Benjamin Edwards Inc
810
Benjamin Edwards Inc
Missouri
$62K -$2.09K -5 -3%
HA
811
Herold Advisors
New York
$60.9K +$58.6K +140 New
AF
812
Advisornet Financial
Minnesota
$60K – – –
CH
813
Canton Hathaway
Rhode Island
$58K – – –
Whittier Trust
814
Whittier Trust
California
$58K +$9.2K +22 +20%
Prospera Financial Services
815
Prospera Financial Services
Texas
$54K +$51.5K +123 New
SWA
816
SOA Wealth Advisors
New York
$51K – – –
GAM
817
Gemmer Asset Management
California
$50K – – –
Loring Wolcott & Coolidge Fiduciary Advisors
818
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$50K – – –
DC
819
DeDora Capital
California
$48K +$46.4K +111 New
AFS
820
Annapolis Financial Services
Maryland
$44K – – –
EWM
821
Endurance Wealth Management
Rhode Island
$44K – – –
CB
822
CNB Bank
Pennsylvania
$44K +$41.8K +100 New
SC
823
Siena Capital
Ohio
$44K +$41.8K +100 New
AWM
824
Atticus Wealth Management
Florida
$43K +$2.93K +7 +8%
ACA
825
Atlas Capital Advisors
Wyoming
$41.3K – – –