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Name Holding Trade Value Shares
Change
Change in
Stake
RCM
651
Raleigh Capital Management
North Carolina
$134K +$119K +584 New
WT
652
Whittier Trust
California
$131K
GCS
653
Gordian Capital (Singapore)
Singapore
$126K -$296K -1,450 -73%
JWA
654
JFS Wealth Advisors
Pennsylvania
$116K +$816 +4 +0.8%
CFO
655
CVA Family Office
Colorado
$111K +$81.6K +400 +482%
CWP
656
Concord Wealth Partners
Virginia
$105K -$107K -526 -53%
CFFP
657
Center for Financial Planning
Michigan
$105K -$68.4K -335 -42%
FHC
658
First Horizon Corporation
Tennessee
$102K +$90.2K +442 New
IRAG
659
Investment Research & Advisory Group
Georgia
$99.8K
HCM
660
Hollencrest Capital Management
California
$99.8K +$85.3K +418 +2,613%
CI Investments Inc
661
CI Investments Inc
Ontario, Canada
$98K -$3.67K -18 -4%
WPWM
662
Western Pacific Wealth Management
Illinois
$92K
NEWAS
663
N.E.W. Advisory Services
Wisconsin
$80K
OAM
664
Ostrum Asset Management
France
$78.4K -$2.45K -12 -3%
TFA
665
Transamerica Financial Advisors
Florida
$78.2K +$69.4K +340 New
BF
666
BOK Financial
Oklahoma
$69.2K +$204 +1 +0.3%
Fifth Third Bancorp
667
Fifth Third Bancorp
Ohio
$64.4K +$24.7K +121 +76%
SWA
668
SOA Wealth Advisors
New York
$63.9K
HNB
669
Huntington National Bank
Ohio
$62.1K +$11.2K +55 +26%
UIC
670
Uniplan Investment Counsel
Wisconsin
$59.6K -$21K -103 -28%
EP
671
Essential Partners
California
$55.9K +$49.6K +243 New
HWM
672
Hemington Wealth Management
Virginia
$54K +$2.25K +11 +5%
VFM
673
Vision Financial Markets
Connecticut
$52.9K
FP
674
Financial Perspectives
Minnesota
$51.5K
C
675
Covestor
United Kingdom
$50K +$25.7K +126 +138%