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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
401
Edmond de Rothschild Holding
Switzerland
$2.32K
GKIM
402
GW&K Investment Management
Massachusetts
$2K
WA
403
WPG Advisers
Maryland
$1.94K
BAM
404
Bellevue Asset Management
Washington
$1.94K -$691 -3 -23%
CIA
405
Cape Investment Advisory
Georgia
$1.74K
GWP
406
Gen-Wealth Partners
Michigan
$1.55K
RFP
407
Root Financial Partners
California
$1.55K +$1.84K +8 New
CFO
408
CVA Family Office
Colorado
$1.36K
PTC
409
Private Trust Company
Ohio
$1.36K
HWM
410
HighMark Wealth Management
Minnesota
$1.36K +$460 +2 +40%
EP
411
Essential Partners
California
$1.36K +$1.61K +7 New
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36K +$1.61K +7 New
KG
413
Kilter Group
New York
$969 +$460 +2 +67%
RIL
414
Rothschild Investment LLC
Illinois
$968 -$1.61K -7 -58%
HNB
415
Huntington National Bank
Ohio
$968
CJ
416
Caitlin John
Michigan
$968 +$1.15K +5 New
PPC
417
Park Place Capital
Alabama
$775
PFBT
418
Parkside Financial Bank & Trust
Missouri
$582 -$1.61K -7 -70%
AA
419
Addison Advisors
Vermont
$582
TWD
420
True Wealth Design
Ohio
$582 +$691 +3 New
ZBNA
421
Zions Bancorporation, National Association
Utah
$581 -$230 -1 -25%
GSWM
422
Golden State Wealth Management
California
$581 +$691 +3 New
BLC
423
Brown, Lisle/Cummings
Rhode Island
$500
BI
424
Binnacle Investments
Iowa
$387
PWA
425
Principia Wealth Advisory
Texas
$387 +$230 +1 +100%