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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Coldstream Capital Management
Washington
$51.1K +$53.5K +1,273 New
MPWT
227
MassMutual Private Wealth & Trust
Connecticut
$45K -$16.9K -402 -26%
CH
228
Cromwell Holdings
Wyoming
$44.6K
CIEC
229
Crédit Industriel et Commercial
France
$38.3K +$40.1K +954 New
PS
230
Principal Securities
Iowa
$33.2K +$883 +21 +3%
BBHC
231
Brown Brothers Harriman & Co
New York
$32.6K -$42 -1 -0.1%
EWA
232
EverSource Wealth Advisors
Alabama
$32K -$2.15K -51 -6%
WSFS
233
Wilmington Savings Fund Society
Delaware
$32K -$19.6K -465 -37%
SW
234
SVB Wealth
Massachusetts
$31.2K +$32.6K +776 New
WTC
235
WhitTier Trust Company
Nevada
$29.1K
GWM
236
Geneos Wealth Management
Colorado
$28.5K -$5.09K -121 -15%
LC
237
Lindbrook Capital
California
$26.4K -$26.8K -637 -49%
PPC
238
Park Place Capital
Alabama
$23.6K
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$22.4K +$21.9K +521 +914%
TPCW
240
TD Private Client Wealth
New York
$17.9K +$4.33K +103 +30%
SAM
241
Smartleaf Asset Management
Massachusetts
$15.7K -$40.6K -965 -71%
QC
242
Quent Capital
New York
$15.1K -$1.56K -37 -9%
Jones Financial Companies
243
Jones Financial Companies
Missouri
$14.6K -$3.49K -83 -18%
AF
244
Allworth Financial
California
$13.2K -$2.99K -71 -19%
CIAM
245
Caitong International Asset Management
Hong Kong
$12.3K +$12.9K +306 New
CPG
246
Cornerstone Planning Group
New Jersey
$12.1K +$2.1K +50 +21%
GFPC
247
Global Financial Private Client
Florida
$11.8K -$42 -1 -0.3%
PFBT
248
Parkside Financial Bank & Trust
Missouri
$10.3K -$3.24K -77 -23%
PA
249
Parallel Advisors
California
$10K -$20.9K -496 -67%
TH
250
TCTC Holdings
Texas
$8.75K -$42 -1 -0.5%