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Name Holding Trade Value Shares
Change
Change in
Stake
PFO
701
Pathstone Family Office
New Jersey
$52K – – –
TPWA
702
TRUE Private Wealth Advisors
Oregon
$52K +$7.07K +241 +16%
GFPC
703
Global Financial Private Capital
Florida
$51K -$6.72K -229 -12%
DAM
704
Delta Asset Management
Tennessee
$50K -$3.81K -130 -7%
CTC
705
Central Trust Company
Missouri
$49K -$56.1K -1,910 -54%
TAIM
706
TD Ameritrade Investment Management
Nebraska
$48K -$792 -27 -2%
LWCFA
707
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47K – – –
WTC
708
WhitTier Trust Company
Nevada
$47K – – –
CWAF
709
Core Wealth Advisors (Florida)
Florida
$44K – – –
BFC
710
Bedel Financial Consulting
Indiana
$43K – – –
GWMIA
711
Global Wealth Management Investment Advisory
Florida
$43K – – –
CHC
712
City Holding Co
West Virginia
$41K – – –
HWA
713
HHM Wealth Advisors
Tennessee
$41K +$39.8K +1,356 New
IAS
714
IMA Advisory Services
Colorado
$39K +$37.6K +1,282 New
DWM
715
Darwin Wealth Management
Florida
$39K +$38.9K +1,324 New
ST
716
Smithfield Trust
Pennsylvania
$38K – – –
LC
717
Lindbrook Capital
California
$38K +$11.8K +402 +46%
NIT
718
NumerixS Investment Technologies
British Columbia, Canada
$38K +$37K +1,261 New
FANJ
719
Financial Architects (New Jersey)
New Jersey
$37K – – –
AWA
720
Arkadios Wealth Advisors
Georgia
$36.6K +$470 +16 +1%
TWA
721
TCI Wealth Advisors
Arizona
$35K +$8.66K +295 +34%
EFSCE
722
Enterprise Financial Services Corp (EFSC)
Missouri
$35K +$11.3K +386 +50%
PFBT
723
Parkside Financial Bank & Trust
Missouri
$33K -$1.06K -36 -3%
CBT
724
Central Bank & Trust
Kentucky
$33K – – –
APWM
725
Atlas Private Wealth Management
New York
$33K +$28.2K +960 +686%