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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
826
SOA Wealth Advisors
New York
$55K
LWCFA
827
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$53K -$17.3K -39 -25%
GAM
828
Gemmer Asset Management
California
$53K +$443 +1 +0.9%
WT
829
Whittier Trust
California
$51K +$46K +104 +1,486%
CFO
830
CVA Family Office
Colorado
$51K +$48.7K +110 New
CFA
831
Carroll Financial Associates
North Carolina
$49K -$2.21K -5 -5%
Optiver Holding
832
Optiver Holding
Netherlands
$49K
JWM
833
Janiczek Wealth Management
Colorado
$49K +$1.33K +3 +3%
FMII
834
Farmers & Merchants Investments Inc
Nebraska
$48K +$22.1K +50 +93%
AFS
835
Annapolis Financial Services
Maryland
$46K
EWM
836
Endurance Wealth Management
Rhode Island
$46K
TFO
837
Tarbox Family Office
California
$45K
ACA
838
Atlas Capital Advisors
Wyoming
$44.1K
PP
839
PrairieView Partners
Minnesota
$44K +$42K +95 New
AWM
840
Atticus Wealth Management
Florida
$42K -$105K -237 -72%
RDFA
841
Ritter Daniher Financial Advisory
Ohio
$42K
EI
842
Ellevest Inc
New York
$42K +$3.1K +7 +8%
CCA
843
Column Capital Advisors
Indiana
$40K +$1.77K +4 +5%
EIP
844
Ellis Investment Partners
Pennsylvania
$39K
FRA
845
Front Row Advisors
California
$36K -$1.33K -3 -4%
TFS
846
TrustCore Financial Services
Tennessee
$36K
EW
847
Evoke Wealth
California
$35K
TIM
848
Tortoise Investment Management
New York
$35K
SWM
849
Selective Wealth Management
Virginia
$35K +$33.2K +75 New
SCA
850
Snowden Capital Advisors
New York
$33K -$298K -674 -90%