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Name Holding Trade Value Shares
Change
Change in
Stake
SBL
676
Sargent Bickham Lagudis
Colorado
$60K -$4.9K -169 -7%
TAIM
677
TD Ameritrade Investment Management
Nebraska
$60K +$37.9K +1,307 +148%
EDRH
678
Edmond de Rothschild Holding
Switzerland
$59K -$22.3M -768,150 -100%
AAP
679
Arax Advisory Partners
Colorado
$59K -$2.73K -94 -4%
KA
680
Kaizen Advisory
Illinois
$59K +$12.4K +428 +25%
DAM
681
Delta Asset Management
Tennessee
$58K
FPFS
682
First Personal Financial Services
North Carolina
$55K
PCP
683
Proficio Capital Partners
Massachusetts
$50K +$17.7K +610 +51%
OIA
684
Optimum Investment Advisors
Illinois
$49K
SMFS
685
Squar Milner Financial Services
California
$49K +$3.31K +114 +7%
PFO
686
Pathstone Family Office
New Jersey
$48K +$50.2K +1,730 New
CBT
687
Capital Bank & Trust
California
$47K -$6.96K -240 -12%
EWM
688
Executive Wealth Management
Michigan
$47K +$49.8K +1,716 New
JA
689
JOYN Advisors
Georgia
$46K +$7.34K +253 +18%
RA
690
Rational Advisors
New York
$46K +$47.7K +1,645 +6,327%
PWMG
691
Prestige Wealth Management Group
New Jersey
$46K +$48.2K +1,660 New
RE
692
RBC Europe
United Kingdom
$45.4K
SIAG
693
Signet Investment Advisory Group
Rhode Island
$44K +$46.4K +1,600 New
CTC
694
Central Trust Company
Missouri
$42K
MA
695
MUFG Americas
New York
$41K
BFC
696
Bedel Financial Consulting
Indiana
$39K +$1.45K +50 +4%
CHC
697
City Holding Co
West Virginia
$38K
SF
698
Synovus Financial
Georgia
$38K +$29K +1,000 +264%
ST
699
Smithfield Trust
Pennsylvania
$35K
Carson Wealth (CWM LLC)
700
Carson Wealth (CWM LLC)
Nebraska
$35K +$319 +11 +0.9%