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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
651
Brown Brothers Harriman & Co
New York
$78.1K +$80.8K +579 New
CHC
652
City Holding Co
West Virginia
$75.7K
ACA
653
Atlas Capital Advisors
Wyoming
$75.2K +$140 +1 +0.2%
GM
654
GeoWealth Management
Illinois
$74.3K -$50K -358 -39%
GSWM
655
Golden State Wealth Management
California
$73.5K
IBOK
656
Independence Bank of Kentucky
Kentucky
$69.8K
HCM
657
Hollencrest Capital Management
California
$68.5K
IIM
658
Intact Investment Management
Quebec, Canada
$67.5K +$69.8K +500 New
LC
659
Lindbrook Capital
California
$64.1K +$20.9K +150 +46%
BL
660
BFSG LLC
California
$63.4K
BIG
661
Brooklyn Investment Group
New York
$63K -$18.4K -132 -22%
WF
662
Wayfinding Financial
Washington
$63K +$65.5K +469 New
CPG
663
Cornerstone Planning Group
New Jersey
$58.4K -$17K -122 -23%
SAM
664
Smartleaf Asset Management
Massachusetts
$55.6K -$5.44K -39 -9%
MA
665
Montag & Associates
Georgia
$55.2K -$58.6K -420 -51%
CH
666
Cromwell Holdings
Wyoming
$55.2K +$838 +6 +1%
MPWT
667
MassMutual Private Wealth & Trust
Connecticut
$55.1K +$9.77K +70 +21%
SIM
668
Sentry Investment Management
Wisconsin
$55K +$57.7K +413 New
NEWAS
669
N.E.W. Advisory Services
Wisconsin
$54K +$55.8K +400 New
VFM
670
Vision Financial Markets
Connecticut
$53.2K
T
671
Tidemark
California
$51K
PFBT
672
Parkside Financial Bank & Trust
Missouri
$50.2K +$16.1K +115 +45%
QC
673
Quent Capital
New York
$50.2K
RI
674
Ridgewood Investments
New Jersey
$49.2K
PCC
675
Park Circle Company
Maryland
$47.2K