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Name Holding Trade Value Shares
Change
Change in
Stake
RE
501
RBC Europe
United Kingdom
$29K – – –
WT
502
Whittier Trust
California
$29K – – –
PB
503
Pinnacle Bancorp
Nebraska
$29K +$5.48K +27 +22%
GAM
504
Gemmer Asset Management
California
$28K +$1.62K +8 +6%
JWM
505
Janiczek Wealth Management
Colorado
$27K -$28.4K -140 -50%
PFBT
506
Parkside Financial Bank & Trust
Missouri
$27K +$15.6K +77 +120%
RTC
507
Riverview Trust Company
Washington
$27K +$28.8K +142 New
O
508
Ossiam
France
$26K – – –
TPCW
509
TD Private Client Wealth
New York
$25.7K +$8.32K +41 +44%
AF
510
Allworth Financial
California
$25K +$23.9K +118 +1,073%
FHA
511
First Horizon Advisors
Tennessee
$23K -$105K -516 -81%
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
FPS
513
Fieldpoint Private Securities
Connecticut
$21K – – –
CFO
514
CVA Family Office
Colorado
$20K -$2.03K -10 -9%
AAP
515
Arax Advisory Partners
Colorado
$20K -$406 -2 -2%
EWA
516
EverSource Wealth Advisors
Alabama
$18K -$8.52K -42 -32%
OC
517
Oakworth Capital
Alabama
$18K – – –
IAS
518
IMA Advisory Services
Colorado
$17K – – –
CT
519
Caldwell Trust
Florida
$16.3K – – –
SC
520
Steph & Co
Wisconsin
$16K – – –
SWA
521
SOA Wealth Advisors
New York
$15K – – –
CHC
522
City Holding Co
West Virginia
$13K – – –
MA
523
MUFG Americas
New York
$13K – – –
EIM
524
Essex Investment Management
Massachusetts
$12K – – –
HIA
525
Harbor Investment Advisory
Maryland
$12K – – –