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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
551
Brown Brothers Harriman & Co
New York
$49.9K +$15.3K +89 +38%
SIM
552
Sentry Investment Management
Wisconsin
$49K -$18.2K -106 -23%
MCM
553
MAI Capital Management
Ohio
$48.4K -$39.9K -232 -43%
LFG
554
Larson Financial Group
Missouri
$47.1K +$9.97K +58 +24%
TFA
555
Toth Financial Advisory
Virginia
$46.5K
CH
556
Cromwell Holdings
Wyoming
$46.2K -$2.41K -14 -4%
GWM
557
Geneos Wealth Management
Colorado
$46K +$13.1K +76 +34%
UB
558
UMB Bank
Missouri
$45.6K +$30.6K +178 +153%
CIAM
559
Caitong International Asset Management
Hong Kong
$41.5K -$24.9K -145 -35%
SW
560
SVB Wealth
Massachusetts
$41.4K +$45.9K +267 New
PS
561
Pinney & Scofield
Massachusetts
$39.7K
ZBNA
562
Zions Bancorporation, National Association
Utah
$39.4K +$43.7K +254 New
BCMLT
563
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.8K +$3.1K +18 +8%
AF
564
Allworth Financial
California
$37.5K +$10.1K +59 +31%
PFBT
565
Parkside Financial Bank & Trust
Missouri
$35.8K +$13.6K +79 +52%
MIFH
566
Migdal Insurance & Financial Holdings
Israel
$33K +$37.1K +216 New
MSWM
567
Mowery & Schoenfeld Wealth Management
Illinois
$31K
M
568
MOTCO
Texas
$29K +$32.2K +187 New
RIL
569
Rothschild Investment LLC
Illinois
$28.7K +$7.22K +42 +29%
RTC
570
Riverview Trust Company
Washington
$28K -$1.03K -6 -3%
CCM
571
Chilton Capital Management
Texas
$27.1K -$26K -151 -46%
T
572
TOBAM
France
$27K -$13.9K -81 -32%
BCWM
573
Bartlett & Co Wealth Management
Ohio
$26K +$28.9K +168 New
NA
574
NewEdge Advisors
Louisiana
$25.3K -$1.53M -8,907 -98%
AAP
575
Arax Advisory Partners
Colorado
$24.2K +$15K +87 +126%