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