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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
851
Glassman Wealth Services
Virginia
$18K +$1.4K +37 +8%
RE
852
RBC Europe
United Kingdom
$17.7K
SLF
853
Sun Life Financial
Ontario, Canada
$17K -$531 -14 -3%
JFA
854
JNBA Financial Advisors
Minnesota
$17K +$5.43K +143 +44%
PW
855
Price Wealth
Texas
$17K +$12K +317 +226%
Bank Julius Baer & Co
856
Bank Julius Baer & Co
Switzerland
$16K
CPW
857
Catalyst Private Wealth
California
$16K +$16.3K +430 New
SIA
858
SeaBridge Investment Advisors
New Jersey
$15K
TH
859
TCTC Holdings
Texas
$15K
CCM
860
Chiron Capital Management
Florida
$15K +$15.6K +410 New
Millennium Management
861
Millennium Management
New York
$14.5K -$5.72M -150,782 -28%
FBT
862
First Bank & Trust
South Dakota
$14K
TFO
863
Tarbox Family Office
California
$14K
TC
864
Truvestments Capital
Florida
$13K -$8.24K -217 -38%
SSB
865
Sandy Spring Bank
Maryland
$13K -$4.33K -114 -25%
SIM
866
Sonora Investment Management
Arizona
$13K
TCM
867
Tradewinds Capital Management
Washington
$12K
TFS
868
TrustCore Financial Services
Tennessee
$12K
CHA
869
Carmichael Hill & Associates
Maryland
$12K +$8.54K +225 +247%
FCH
870
Freestone Capital Holdings
Washington
$11.8K +$12K +317 New
CHAM
871
Clear Harbor Asset Management
Connecticut
$11.1K +$11.3K +299 New
BWP
872
Baldwin Wealth Partners
Massachusetts
$11K
HFA
873
HC Financial Advisors
California
$11K
LWCFA
874
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
HGWM
875
Harvest Group Wealth Management
Massachusetts
$11K +$38 +1 +0.3%