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Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
801
Stonehage Fleming Financial Services
Jersey
$40.6K -$114K -3,330 -74%
HWA
802
HHM Wealth Advisors
Tennessee
$40.3K -$33.5K -980 -46%
OSNBOA
803
Old Second National Bank of Aurora
Illinois
$38.5K
First Manhattan
804
First Manhattan
New York
$37.3K +$15.2K +444 +70%
WC
805
Westwind Capital
New Mexico
$37K -$341 -10 -0.9%
PFPT
806
Pinnacle Financial Partners (Tennessee)
Tennessee
$36.4K
TCOV
807
Trust Company of Vermont
Vermont
$36.4K
CT
808
Caldwell Trust
Florida
$35.9K -$42.7K -1,250 -55%
CA
809
CoreCap Advisors
Michigan
$35.8K +$35.2K +1,032 New
AWM
810
Accel Wealth Management
Iowa
$35.1K -$3.42K -100 -9%
AW
811
Avion Wealth
Texas
$35K
FMTCOCP
812
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K
NSIM
813
North Star Investment Management
Illinois
$34.7K -$683 -20 -2%
MRCM
814
M&R Capital Management
New Jersey
$34.7K
NIC
815
Northwest Investment Counselors
Oregon
$31.9K
CFO
816
CVA Family Office
Colorado
$30.9K
RFG
817
RFP Financial Group
Georgia
$30.7K +$30.3K +886 New
HWP
818
Highline Wealth Partners
California
$29.5K
JWA
819
JFS Wealth Advisors
Pennsylvania
$29.4K -$16.5K -484 -36%
PMFA
820
Plante Moran Financial Advisors
Michigan
$28.1K +$9.56K +280 +53%
EWM
821
Evermay Wealth Management
Virginia
$27.8K +$27.3K +800 New
TCA
822
Trifecta Capital Advisors
Illinois
$27.8K +$27.3K +800 New
GI
823
Gradient Investments
Minnesota
$26.4K -$2.05K -60 -7%
DF
824
DecisionPoint Financial
Arizona
$26K +$25.6K +750 New
WWM
825
Wolff Wiese Magana
California
$26K -$15K -440 -37%