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Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
601
Brown Brothers Harriman & Co
New York
$41K -$43.7K -275 -51%
CA
602
Clearstead Advisors
Ohio
$39K +$15.9K +100 +67%
KFP
603
KB Financial Partners
New Jersey
$38K +$38.5K +242 New
AWM
604
Accel Wealth Management
Iowa
$34K
LAS
605
Lloyd Advisory Services
Georgia
$32K
CWA
606
Clearview Wealth Advisors
Oregon
$30K +$5.72K +36 +23%
TSW
607
Thompson Siegel & Walmsley
Virginia
$29K -$1.91K -12 -6%
ST
608
Smithfield Trust
Pennsylvania
$29K
SWA
609
Sutton Wealth Advisors
Florida
$28.9K -$159 -1 -0.5%
JFGIW
610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K +$26.7K +168 New
SFO
611
Standard Family Office
South Dakota
$25K +$25.8K +162 New
AWM
612
Avior Wealth Management
Nebraska
$23K
RF
613
Robbins Farley
New Hampshire
$23K
DFCM
614
Dark Forest Capital Management
Puerto Rico
$23K +$23.8K +150 New
GM
615
GeoWealth Management
Illinois
$22K -$159 -1 -0.7%
CCMW
616
Cypress Capital Management (Wyoming)
Wyoming
$21K
AA
617
Ancora Advisors
Ohio
$20K
SSB
618
Sandy Spring Bank
Maryland
$19K -$5.41K -34 -22%
GAM
619
Gemmer Asset Management
California
$19K
MA
620
MUFG Americas
New York
$19K
GLLW
621
Graves Light Lenhart Wealth
Virginia
$18K -$42.4K -267 -70%
QCG
622
Quadrant Capital Group
Ohio
$18K -$24K -151 -56%
WTC
623
WhitTier Trust Company
Nevada
$18K
MWM
624
Mascoma Wealth Management
New Hampshire
$18K +$17.8K +112 New
HI
625
Harbour Investments
Wisconsin
$17K -$102K -642 -85%