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Name Holding Trade Value Shares
Change
Change in
Stake
NC
301
NewSquare Capital
Pennsylvania
$68K
First Eagle Investment Management
302
First Eagle Investment Management
New York
$61K +$56.6K +981 New
TPCW
303
TD Private Client Wealth
New York
$59.5K +$14.7K +255 +37%
GRP
304
Global Retirement Partners
California
$59K +$2.94K +51 +6%
BBHC
305
Brown Brothers Harriman & Co
New York
$53K
WT
306
Washington Trust
Rhode Island
$50K
WT
307
Whittier Trust
California
$46K
DAM
308
Delta Asset Management
Tennessee
$44K
SPIA
309
Steward Partners Investment Advisory
New York
$40K +$4.21K +73 +13%
HI
310
Harbour Investments
Wisconsin
$38K +$28.8K +499 +458%
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K +$34.4K +596 New
SB
312
Strategic Blueprint
Georgia
$36K +$33.2K +575 New
CA
313
Centerpoint Advisors
Massachusetts
$31K
CBT
314
CoreFirst Bank & Trust
Kansas
$31K
MRCM
315
M&R Capital Management
New Jersey
$31K
BAM
316
Bellevue Asset Management
Washington
$29K
S
317
SignatureFD
Georgia
$28K +$1.96K +34 +8%
PA
318
Parallel Advisors
California
$25K +$807 +14 +4%
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$24K
FRA
320
Front Row Advisors
California
$23K -$404 -7 -2%
ACA
321
Atlas Capital Advisors
Wyoming
$20.6K
NFG
322
Next Financial Group
Texas
$20K +$692 +12 +4%
HNB
323
Huntington National Bank
Ohio
$19K -$115 -2 -0.6%
LJHT
324
Laurie J. Hall Trustee
$19K
PFGIA
325
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$3.17K +55 +22%