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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
676
Concourse Financial Group Securities
Alabama
$161K +$134K +1,190 +1,919%
RIL
677
Rothschild Investment LLC
Illinois
$159K +$8.2K +73 +6%
AF
678
Allworth Financial
California
$157K +$61.3K +546 +78%
HNB
679
Huntington National Bank
Ohio
$155K +$68K +606 +101%
OP
680
ORG Partners
Indiana
$154K +$96.9K +863 +269%
TFA
681
Transamerica Financial Advisors
Florida
$146K – – –
WTC
682
WhitTier Trust Company
Nevada
$146K +$44.9K +400 +55%
CA
683
CoreCap Advisors
Michigan
$135K +$73.8K +657 +168%
CFD
684
Creative Financial Designs
Indiana
$132K +$19K +169 +20%
BTI
685
Blue Trust Inc
Georgia
$131K +$51.5K +459 +58%
IA
686
IFP Advisors
Florida
$131K -$30.4K -271 -21%
WT
687
Whittier Trust
California
$131K – – –
NMM
688
Naples Money Management
Florida
$130K – – –
VWM
689
Venturi Wealth Management
Texas
$128K +$43.7K +389 +64%
GRP
690
Global Retirement Partners
California
$126K +$41.5K +370 +61%
PO
691
Private Ocean
California
$123K – – –
SIM
692
Sentry Investment Management
Wisconsin
$117K -$21K -187 -17%
QL
693
Quarry LP
New York
$113K +$10.3K +92 +12%
MPWT
694
MassMutual Private Wealth & Trust
Connecticut
$109K +$5.95K +53 +7%
PC
695
Promethos Capital
Massachusetts
$107K +$93.5K +833 New
HWA
696
HHM Wealth Advisors
Tennessee
$101K – – –
UB
697
UMB Bank
Missouri
$101K +$9.32K +83 +12%
JSAM
698
J. Safra Asset Management
New York
$96K +$54.7K +487 +189%
CFB
699
Cullen/Frost Bankers
Texas
$91.4K +$1.12K +10 +1%
SWM
700
Spire Wealth Management
Virginia
$86.8K -$122K -1,089 -62%