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Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
401
Loomis, Sayles & Company
Massachusetts
$11K +$1.54K +29 +16%
PTC
402
Private Trust Company
Ohio
$10.7K
WAM
403
Worth Asset Management
Texas
$10.5K +$53 +1 +0.5%
WOC
404
West Oak Capital
California
$10.3K
CWP
405
Concord Wealth Partners
Virginia
$10.3K +$10.6K +200 New
TAM
406
Tucker Asset Management
Colorado
$10.3K +$10.6K +200 New
BFEC
407
Benjamin F. Edwards & Company
Missouri
$10K
Bessemer Group
408
Bessemer Group
New Jersey
$10K +$5.42K +102 +113%
BWM
409
Baystate Wealth Management
Massachusetts
$9.98K +$53 +1 +0.5%
GWM
410
Geneos Wealth Management
Colorado
$9.46K
AF
411
Allworth Financial
California
$8.58K +$532 +10 +6%
CT
412
Cambridge Trust
Massachusetts
$8.22K +$8.4K +158 +7,900%
FHA
413
First Horizon Advisors
Tennessee
$7.87K -$3.19K -60 -28%
CSPIA
414
Cary Street Partners Investment Advisory
Virginia
$7.61K
WTC
415
WhitTier Trust Company
Nevada
$7.04K
FFA
416
Farther Finance Advisors
California
$6.83K -$53 -1 -0.7%
LC
417
Lindbrook Capital
California
$6.68K -$1.01K -19 -13%
TF
418
TimeScale Financial
Massachusetts
$6.32K -$6.49K -122 -50%
PMFA
419
Plante Moran Financial Advisors
Michigan
$6.17K
JWA
420
JFS Wealth Advisors
Pennsylvania
$6.12K -$532 -10 -8%
GI
421
Gradient Investments
Minnesota
$5.96K +$5.69K +107 +1,189%
CFO
422
CVA Family Office
Colorado
$5.91K -$532 -10 -8%
EARNEST Partners
423
EARNEST Partners
Georgia
$5.6K
S
424
SignatureFD
Georgia
$5.5K -$1.33K -25 -19%
IFAM
425
Institutional & Family Asset Management
Colorado
$5.14K -$372 -7 -7%