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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
576
Personal CFO Solutions
New Jersey
$78K +$110K +10,763 New
CWM
577
Congress Wealth Management
Massachusetts
$77K -$48.6K -4,775 -31%
WTB
578
Washington Trust Bank
Washington
$77K -$24.3K -2,385 -18%
HI
579
Harbour Investments
Wisconsin
$77K
ADMI
580
Albert D. Mason Inc
Massachusetts
$77K +$3.15K +310 +3%
EA
581
Emerald Advisors
Washington
$76K
VT
582
Vise Technologies
New York
$76K +$107K +10,494 New
KFGK
583
Keystone Financial Group (Kentucky)
Kentucky
$75K +$104K +10,249 New
FANJ
584
Financial Architects (New Jersey)
New Jersey
$75K +$104K +10,263 New
WFA
585
Wipfli Financial Advisors
Wisconsin
$72K +$101K +9,895 New
Bessemer Group
586
Bessemer Group
New Jersey
$71K -$37.6K -3,693 -27%
MHR
587
Matthew Hamilton Rosenberg
$68K +$13.8K +1,361 +17%
HCP
588
Hexagon Capital Partners
Arkansas
$68K +$75.2K +7,390 +381%
UB
589
UMB Bank
Missouri
$63K +$4.87K +479 +6%
AWM
590
Accel Wealth Management
Iowa
$61K -$3.89K -382 -5%
Lazard Asset Management
591
Lazard Asset Management
New York
$59K +$78.3K +7,697 +1,673%
SBF
592
Sara-Bay Financial
Florida
$53K +$74K +7,272 New
TPCW
593
TD Private Client Wealth
New York
$51.7K +$21.7K +2,129 +43%
CWA
594
Carolina Wealth Advisors
South Carolina
$48K +$743 +73 +1%
AF
595
Allworth Financial
California
$44K +$387 +38 +0.6%
NIC
596
Northwest Investment Counselors
Oregon
$44K +$10.2K +1,000 +20%
SWM
597
Sugarloaf Wealth Management
Georgia
$44K +$43.8K +4,307 +252%
FP
598
Financial Perspectives
Minnesota
$41.6K +$25.4K +2,501 +78%
CTC
599
Central Trust Company
Missouri
$39K -$5.6K -550 -9%
QC
600
Quent Capital
New York
$38K +$2.12K +208 +4%