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Name Holding Trade Value Shares
Change
Change in
Stake
C
726
Covestor
United Kingdom
$155K +$50.7K +1,188 +32%
SWM
727
Scissortail Wealth Management
Oklahoma
$146K +$4.53K +106 New
BCV
728
Banque Cantonale Vaudoise
Switzerland
$141K
SFFS
729
Stonehage Fleming Financial Services
Jersey
$141K +$166K +3,880 +626%
CB
730
CNB Bank
Pennsylvania
$135K +$4.4K +103 +2%
OIA
731
Optimum Investment Advisors
Illinois
$134K
GG
732
Gleason Group
Kentucky
$133K +$21.4K +500 +13%
GWM
733
Geneos Wealth Management
Colorado
$125K +$23.9K +560 +16%
OA
734
Operose Advisors
Wisconsin
$125K +$85.4K +2,000 +100%
BBHC
735
Brown Brothers Harriman & Co
New York
$124K
AS
736
Altshuler Shaham
Israel
$119K
PA
737
PSI Advisors
Florida
$117K +$18.4K +430 +13%
SCA
738
Stonebridge Capital Advisors
Minnesota
$117K +$33.3K +780 +26%
CCA
739
Catalyst Capital Advisors
New York
$116K
HBT
740
Hills Bank & Trust
Iowa
$110K +$24.8K +580 +20%
FPS
741
Fieldpoint Private Securities
Connecticut
$109K -$102K -2,400 -41%
SSB
742
Sandy Spring Bank
Maryland
$107K +$51.2K +1,200 +53%
EDRH
743
Edmond de Rothschild Holding
Switzerland
$107K +$56.4K +1,320 +62%
WAM
744
Worth Asset Management
Texas
$105K
Bank Julius Baer & Co
745
Bank Julius Baer & Co
Switzerland
$102K +$5.25K +123 +4%
BCMLT
746
Beacon Capital Management LLC (Tennessee)
Tennessee
$100K -$56.9K -1,332 -90%
CCM
747
Chilton Capital Management
Texas
$97K +$4.27K +100 +3%
EWA
748
EverSource Wealth Advisors
Alabama
$94K +$109K +2,550 +543%
SAM
749
Storebrand Asset Management
Norway
$93.4K +$21.4K +500 +20%
TSWM
750
Tyler-Stone Wealth Management
Ohio
$92K +$6.41K +150 +5%