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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
651
Selective Wealth Management
Virginia
$31K – – –
TF
652
TimeScale Financial
Massachusetts
$31K – – –
CT
653
Cambridge Trust
Massachusetts
$31K +$35.6K +132 New
Bank Julius Baer & Co
654
Bank Julius Baer & Co
Switzerland
$30K -$1.11M -4,106 -97%
AWM
655
Accel Wealth Management
Iowa
$30K – – –
JWA
656
JFS Wealth Advisors
Pennsylvania
$30K +$809 +3 +2%
BHWM
657
Beaird Harris Wealth Management
Texas
$30K +$35.1K +130 New
CTC (Chicago Trading Company)
658
CTC (Chicago Trading Company)
Illinois
$29.6K +$11.1K +41 +46%
MAM
659
Meeder Asset Management
Ohio
$29K -$1.41M -5,240 -98%
GWS
660
Glassman Wealth Services
Virginia
$26K -$30.7K -114 -50%
ICM
661
Islay Capital Management
Texas
$26K – – –
CCM
662
Covington Capital Management
California
$24K +$4.32K +16 +18%
SBL
663
Sargent Bickham Lagudis
Colorado
$23K -$31.3K -116 -54%
BWM
664
BerganKDV Wealth Management
Minnesota
$23K -$2.97K -11 -10%
1IA
665
1834 Investment Advisors
Wisconsin
$23K – – –
AF
666
Arrow Financial
New York
$23K – – –
EWM
667
Evermay Wealth Management
Virginia
$23K – – –
PMFA
668
Plante Moran Financial Advisors
Michigan
$23K – – –
PO
669
Private Ocean
California
$23K – – –
SWM
670
Sugarloaf Wealth Management
Georgia
$23K +$27K +100 New
YAL
671
Your Advocates Ltd
Texas
$23K +$27K +100 New
ZIG
672
Zullo Investment Group
Pennsylvania
$23K +$27K +100 New
1832 Asset Management
673
1832 Asset Management
Ontario, Canada
$22K -$221K -820 -90%
ATC
674
Adirondack Trust Company
New York
$22K – – –
RA
675
Rise Advisors
New York
$21.2K +$25.1K +93 New