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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
576
Ropes Wealth Advisors
Massachusetts
$50K -$5.79K -31 -11%
CAW
577
Cornerstone Advisors (Washington)
Washington
$45K +$6.35K +34 +17%
VFA
578
Valeo Financial Advisors
Indiana
$43K +$38.3K +205 +1,139%
WEC
579
Winslow Evans & Crocker
Massachusetts
$42K – – –
CFN
580
Cordasco Financial Network
Florida
$39K – – –
CFB
581
Cullen/Frost Bankers
Texas
$39K – – –
PFO
582
Pathstone Family Office
New Jersey
$39K – – –
PFSC
583
Peoples Financial Services Corp
Pennsylvania
$39K – – –
BBHC
584
Brown Brothers Harriman & Co
New York
$39K +$9.34K +50 +32%
WOC
585
West Oak Capital
California
$39K +$14K +75 +60%
TIM
586
Tortoise Investment Management
New York
$38K +$32.7K +175 +729%
TCM
587
Tradewinds Capital Management
Washington
$37K – – –
GSWM
588
Golden State Wealth Management
California
$33K +$13.1K +70 +70%
MS
589
Mizuho Securities
Japan
$33K +$31.8K +170 New
CAM
590
CenterStar Asset Management
Illinois
$32K – – –
SIAS
591
Shine Investment Advisory Services
Colorado
$31K -$2.43K -13 -7%
VCM
592
Versant Capital Management
Arizona
$30K +$748 +4 +3%
EWM
593
Edge Wealth Management
New York
$26K – – –
IFAM
594
Institutional & Family Asset Management
Colorado
$25K -$3.74K -20 -13%
CBT
595
Central Bank & Trust
Kentucky
$24K +$23.4K +125 New
BHWM
596
Bay Harbor Wealth Management
Maryland
$23K -$59.8K -320 -73%
RE
597
RBC Europe
United Kingdom
$22.5K +$2.24K +12 +11%
GRP
598
Global Retirement Partners
California
$21K +$18.1K +97 +970%
CFG
599
Citizens Financial Group
Rhode Island
$19K – – –
ClearBridge Investments
600
ClearBridge Investments
New York
$19K – – –