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Name Holding Trade Value Shares
Change
Change in
Stake
CAW
626
Cornerstone Advisors (Washington)
Washington
$29K +$9.59K +47 +49%
PAMU
627
Pictet Asset Management (UK)
United Kingdom
$27.8K +$6.1M +29,900 +28%
OAJ
628
Ogorek Anthony Joseph
New York
$27K +$408 +2 +1%
FC
629
Ferris Capital
Massachusetts
$26K -$2.65K -13 -9%
DAM
630
Delta Asset Management
Tennessee
$26K -$2.04K -10 -7%
JFGIW
631
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$10.2K -50 -29%
BCWM
632
Bartlett & Co Wealth Management
Ohio
$23.1K
BC
633
Bartlett & Co
Ohio
$23K
EWM
634
Executive Wealth Management
Michigan
$23K +$22.9K +112 New
SIAS
635
Shine Investment Advisory Services
Colorado
$22K
MOS
636
MGO One Seven
Ohio
$22K +$22.5K +110 New
MSA
637
Marino Stram & Associates
Massachusetts
$21K
VEA
638
Virtus ETF Advisers
New York
$21K
FANJ
639
Financial Architects (New Jersey)
New Jersey
$20K -$4.08K -20 -17%
CH
640
Canton Hathaway
Rhode Island
$20K
LWCFA
641
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
BL
642
Balentine LLC
Georgia
$20K +$5.71K +28 +40%
PWMG
643
Prestige Wealth Management Group
New Jersey
$20K +$19.8K +97 New
MNBTD
644
Moody National Bank Trust Division
Texas
$20K +$20.2K +99 New
CCMW
645
Cypress Capital Management (Wyoming)
Wyoming
$19K
WANY
646
Wealthspire Advisors (New York)
New York
$19K +$19K +93 New
LFA
647
Legacy Financial Advisors
Kentucky
$17K +$14.5K +71 +645%
EARNEST Partners
648
EARNEST Partners
Georgia
$16K
HR
649
Howe & Rusling
New York
$15K
WAS
650
Winch Advisory Services
Wisconsin
$14K +$204 +1 +1%