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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
301
Stonebridge Capital Advisors
Minnesota
$7K – – –
HI
302
Harbour Investments
Wisconsin
$6K – – –
WOC
303
West Oak Capital
California
$6K – – –
SSB
304
Sandy Spring Bank
Maryland
$5K -$16.8K -750 -75%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$5K -$2.04K -91 -25%
CFD
306
Creative Financial Designs
Indiana
$5K – – –
Credit Agricole
307
Credit Agricole
France
$5K – – –
ME
308
McIlrath & Eck
Washington
$5K – – –
MPWT
309
MassMutual Private Wealth & Trust
Connecticut
$5K +$4.65K +208 +341%
DFCM
310
Dark Forest Capital Management
Puerto Rico
$5K +$5.37K +240 New
LS
311
Leelyn Smith
Illinois
$5K +$5.82K +260 New
WPA
312
West Paces Advisors
Georgia
$4.24K – – –
UB
313
UMB Bank
Missouri
$4K -$3.49K -156 -42%
AW
314
Avion Wealth
Texas
$4K – – –
IWP
315
IAG Wealth Partners
Wisconsin
$4K – – –
NFSG
316
Newbridge Financial Services Group
Florida
$4K – – –
TPCW
317
TD Private Client Wealth
New York
$3.81K – – –
PP
318
PFS Partners
New Jersey
$3.05K – – –
FHA
319
First Horizon Advisors
Tennessee
$3K -$5.53K -247 -54%
JWA
320
JFS Wealth Advisors
Pennsylvania
$3K -$559 -25 -15%
BWA
321
BDO Wealth Advisors
Florida
$3K – – –
EARNEST Partners
322
EARNEST Partners
Georgia
$3K – – –
HIA
323
Harbor Investment Advisory
Maryland
$3K – – –
WTA
324
Washington Trust Advisors
Massachusetts
$3K – – –
SC
325
Schubert & Co
Texas
$3K +$134 +6 +4%