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Name Holding Trade Value Shares
Change
Change in
Stake
BPC
501
Banque Pictet & Cie
Switzerland
$165K +$93.1K +1,598 +132%
WTA
502
Washington Trust Advisors
Massachusetts
$157K
JWA
503
JFS Wealth Advisors
Pennsylvania
$145K
Simplex Trading
504
Simplex Trading
Illinois
$142K -$1.94M -33,258 -93%
BGAI
505
Bruce G. Allen Investments
Colorado
$138K +$17.7K +303 +15%
BBHC
506
Brown Brothers Harriman & Co
New York
$136K
UBP
507
Union Bancaire Privee
Switzerland
$134K +$63.9K +1,096 +69%
WANY
508
Wealthspire Advisors (New York)
New York
$129K +$128K +2,191 New
HPC
509
HM Payson & Co
Maine
$124K -$3.5K -60 -3%
BCWM
510
Bartlett & Co Wealth Management
Ohio
$122K -$758 -13 -0.6%
EPIM
511
Evelyn Partners Investment Management
$121K
CFO
512
CVA Family Office
Colorado
$119K
PS
513
Principal Securities
Iowa
$116K +$21.8K +374 +23%
FFA
514
Farther Finance Advisors
California
$111K -$154K -2,641 -58%
PA
515
Parallel Advisors
California
$109K +$2.21K +38 +2%
GIM
516
Gold Investment Management
Alberta, Canada
$106K +$1.05K +18 +1%
MG
517
Mather Group
Illinois
$103K +$103K +1,762 New
CH
518
Cromwell Holdings
Wyoming
$101K
TFIPS
519
Towarzystwo Funduszy Inwestycyjnych PZU SA
$95.2K
DJSG
520
D.J. St. Germain
Massachusetts
$90.7K
CCC
521
Chelsea Counsel Company
California
$90.1K +$2.91K +50 +3%
FHC
522
First Horizon Corporation
Tennessee
$88.7K +$88K +1,510 New
PWAM
523
Private Wealth Asset Management
Iowa
$80.4K
Bank Julius Baer & Co
524
Bank Julius Baer & Co
Switzerland
$79.3K -$64.6K -1,109 -45%
AF
525
Allworth Financial
California
$75.2K +$13.2K +226 +21%