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Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
651
TD Private Client Wealth
New York
$46.7K -$30.2K -149 -38%
RIL
652
Rothschild Investment LLC
Illinois
$44.4K +$20.3K +100 +76%
PB
653
Pinnacle Bancorp
Nebraska
$43.1K
WIM
654
Westside Investment Management
California
$42.1K
BTI
655
Blue Trust Inc
Georgia
$42K +$27.8K +137 +183%
VWM
656
Venturi Wealth Management
Texas
$41.9K +$20.9K +103 +89%
CC
657
Cypress Capital
Tennessee
$41.9K +$44.4K +219 New
MCM
658
MV Capital Management
Maryland
$41.7K +$406 +2 +0.9%
CAL
659
Capital Advisors Ltd
Ohio
$41K +$1.42K +7 +3%
LOIP
660
Live Oak Investment Partners
Texas
$40.6K
RTC
661
Riverview Trust Company
Washington
$40.2K
HPC
662
HM Payson & Co
Maine
$38.3K
TLCM
663
Twin Lakes Capital Management
California
$38.3K
CMP
664
Coston McIsaac & Partners
Maine
$37K
FCG
665
Financial Connections Group
California
$37K +$39.8K +196 New
VCM
666
Versant Capital Management
Arizona
$34.6K +$24.3K +120 +197%
BFPW
667
BOK Financial Private Wealth
Colorado
$33.9K
BIA
668
Bell Investment Advisors
California
$33.1K +$2.64K +13 +8%
OIAM
669
OFI Invest Asset Management
France
$32K +$36.3K +179 New
LJHT
670
Laurie J. Hall Trustee
$31K
AEPWM
671
Atlantic Edge Private Wealth Management
Florida
$30.4K
EFP
672
EnRich Financial Partners
Wisconsin
$28.9K +$30.6K +151 New
FHA
673
First Horizon Advisors
Tennessee
$28.7K +$1.01K +5 +3%
Kayne Anderson Rudnick Investment Management
674
Kayne Anderson Rudnick Investment Management
California
$25.6K
RCM
675
Raleigh Capital Management
North Carolina
$25.5K +$6.49K +32 +32%