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Name Holding Trade Value Shares
Change
Change in
Stake
CT
651
Cambridge Trust
Massachusetts
$33K +$32.4K +125 New
CFO
652
CVA Family Office
Colorado
$31K +$31.1K +120 New
SWM
653
Sugarloaf Wealth Management
Georgia
$30K – – –
PFBT
654
Parkside Financial Bank & Trust
Missouri
$28K -$1.3K -5 -4%
WTC
655
WhitTier Trust Company
Nevada
$27K – – –
SC
656
Stephens Consulting
Michigan
$26K +$25.9K +100 New
HI
657
Harbour Investments
Wisconsin
$26K -$13K -50 -33%
FCA
658
FinTrust Capital Advisors
South Carolina
$26K – – –
AWA
659
Amplius Wealth Advisors
Pennsylvania
$26K +$26.2K +101 New
NFSG
660
Newbridge Financial Services Group
Florida
$25K – – –
BWP
661
Baldwin Wealth Partners
Massachusetts
$25K +$3.11K +12 +14%
CFCI
662
Comprehensive Financial Consultants Institutional
Indiana
$25K +$27.2K +105 New
BIA
663
Bell Investment Advisors
California
$24K +$519 +2 +2%
FPWM
664
FSB Premier Wealth Management
Iowa
$24K +$24.7K +95 New
EWA
665
EverSource Wealth Advisors
Alabama
$23K +$23.1K +89 New
DSC
666
Duncker Streett & Co
Missouri
$21K – – –
HL
667
Harding Loevner
New Jersey
$21K – – –
CTB
668
Country Trust Bank
Illinois
$20K – – –
OC
669
Oakworth Capital
Alabama
$20K – – –
TFP
670
Tilia Fiduciary Partners
North Carolina
$19K +$18.7K +72 New
TWA
671
TCI Wealth Advisors
Arizona
$16K -$259 -1 -2%
EARNEST Partners
672
EARNEST Partners
Georgia
$16K – – –
TFO
673
Tarbox Family Office
California
$15K +$1.3K +5 +9%
KFI
674
Key Financial Inc
Pennsylvania
$14K – – –
ZB
675
Zions Bancorporation
Utah
$14K +$1.82K +7 +15%