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Name Holding Trade Value Shares
Change
Change in
Stake
WS
751
Wedbush Securities
California
$268K – – –
SB
752
Simmons Bank
Arkansas
$265K +$12K +36 +5%
EDRH
753
Edmond de Rothschild Holding
Switzerland
$263K -$1.19M -3,570 -83%
CWM
754
Calamos Wealth Management
Illinois
$263K +$9.32K +28 +4%
IHL
755
Investment House LLC
California
$260K – – –
FAT
756
First American Trust
California
$258K -$999 -3 -0.4%
CSIC
757
Clifford Swan Investment Counsel
California
$258K – – –
HR
758
Howe & Rusling
New York
$256K – – –
BTWM
759
Baker Tilly Wealth Management
Wisconsin
$255K -$5.33K -16 -2%
MAG
760
Mayfair Advisory Group
Alabama
$254K – – –
WFWM
761
Wechter Feldman Wealth Management
New Jersey
$252K – – –
FC
762
Ferris Capital
Massachusetts
$251K -$804K -2,417 -78%
TWP
763
Total Wealth Planning
Ohio
$251K +$231K +693 New
GIA
764
Guyasuta Investment Advisors
Pennsylvania
$249K – – –
PI
765
Putnam Investments
Massachusetts
$248K – – –
LHC
766
Little House Capital
Massachusetts
$248K +$228K +685 New
PWPS
767
Pinnacle Wealth Planning Services
Ohio
$246K +$333 +1 +0.1%
BFPW
768
BOK Financial Private Wealth
Colorado
$245K +$225K +675 New
CMO
769
Covenant Multifamily Offices
Texas
$245K +$225K +677 New
ABC
770
Associated Banc-Corp
Wisconsin
$244K -$115K -347 -34%
SFSIG
771
San Francisco Sentry Investment Group
California
$241K – – –
CT
772
Caldwell Trust
Florida
$239K – – –
WFI
773
West Family Investments
California
$239K +$220K +660 New
TC
774
TAP Consulting
Missouri
$235K +$216K +649 New
Bank Julius Baer & Co
775
Bank Julius Baer & Co
Switzerland
$234K +$3.66K +11 +2%