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Name Holding Trade Value Shares
Change
Change in
Stake
HF
551
Halpern Financial
Virginia
$75.1K – – –
TFIPS
552
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72.6K +$22.2K +100 +43%
CA
553
Crewe Advisors
Utah
$69.8K +$71.6K +322 New
Bank Julius Baer & Co
554
Bank Julius Baer & Co
Switzerland
$67.2K +$26.7K +120 +63%
AA
555
Alta Advisers
United Kingdom
$65K – – –
PFBT
556
Parkside Financial Bank & Trust
Missouri
$64.8K +$2.45K +11 +4%
AWM
557
Avior Wealth Management
Nebraska
$60.5K +$61.2K +275 +6,875%
TPCW
558
TD Private Client Wealth
New York
$57.4K -$200K -897 -77%
FFA
559
Farther Finance Advisors
California
$56K +$14.7K +66 +34%
HIA
560
Harbor Investment Advisory
Maryland
$54.6K -$57.2K -257 -50%
CT
561
Cambridge Trust
Massachusetts
$52.4K – – –
LS
562
Livforsakringsbolaget Skandia
Sweden
$48.7K – – –
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$45.5K -$2.45K -11 -5%
AF
564
Allworth Financial
California
$43.6K +$8.23K +37 +23%
CTC
565
Central Trust Company
Missouri
$40.1K – – –
QL
566
Quarry LP
New York
$39.2K +$3.56K +16 +10%
RWM
567
Raffa Wealth Management
District of Columbia
$36K +$32.5K +146 +730%
PB
568
Pinnacle Bancorp
Nebraska
$34.2K – – –
C
569
Covestor
United Kingdom
$34K -$15.3K -69 -31%
CA
570
Clearstead Advisors
Ohio
$32.7K – – –
JFGIW
571
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.5K – – –
ZB
572
Zions Bancorporation
Utah
$32.1K -$1.56K -7 -5%
SHIM
573
Stone House Investment Management
Pennsylvania
$31.9K -$41.1K -185 -56%
GRP
574
Global Retirement Partners
California
$31.6K -$73K -328 -69%
CFO
575
CVA Family Office
Colorado
$30.8K -$667 -3 -2%