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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
601
Compagnie Lombard Odier SCmA
Switzerland
$133K +$132K +2,403 New
WT
602
Whittier Trust
California
$127K
BAM
603
Belpointe Asset Management
Nevada
$126K -$10.6K -192 -8%
IBOK
604
Independence Bank of Kentucky
Kentucky
$123K +$23.4K +425 +23%
WG
605
Welch Group
Alabama
$121K
HWA
606
Heritage Wealth Advisors
Virginia
$117K
ATC
607
Adirondack Trust Company
New York
$115K
RP
608
Rowlandmiller & Partners
Georgia
$114K
SFG
609
SevenBridge Financial Group
Pennsylvania
$112K +$28.3K +515 +34%
WCA
610
Windsor Creek Advisors
Vermont
$110K -$1.41M -25,635 -93%
TWA
611
TCI Wealth Advisors
Arizona
$110K
NFG
612
Next Financial Group
Texas
$106K +$78.8K +1,435 +286%
FMLI
613
Fukoku Mutual Life Insurance
Japan
$105K -$33K -600 -24%
GSWM
614
Golden State Wealth Management
California
$99K +$55 +1 +0.1%
Group One Trading
615
Group One Trading
Illinois
$97K +$96.5K +1,756 New
MA
616
MUFG Americas
New York
$95K
GI
617
Gradient Investments
Minnesota
$95K +$714 +13 +0.8%
ACA
618
Atlas Capital Advisors
Wyoming
$93.6K -$7.36K -134 -7%
PO
619
Private Ocean
California
$90K
AC
620
Avestar Capital
New York
$87K -$440 -8 -0.4%
Rockefeller Capital Management
621
Rockefeller Capital Management
New York
$86K -$175K -3,187 -67%
BAM
622
Barrett Asset Management
New York
$86K
AssetMark Inc
623
AssetMark Inc
California
$86K +$46.2K +840 +116%
GRP
624
Global Retirement Partners
California
$85K -$1.37K -25 -2%
PFO
625
Pathstone Family Office
New Jersey
$84K