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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
226
Catalyst Capital Advisors
New York
$22K -$2.61K -161 -10%
WAM
227
Wealthspire Advisors (Maryland)
Maryland
$22K – – –
CPA
228
Clear Perspective Advisors
Illinois
$21K +$19.5K +1,200 +800%
CLOS
229
Compagnie Lombard Odier SCmA
Switzerland
$20K -$56.8K -3,500 -74%
AF
230
Allworth Financial
California
$20K – – –
PWAG
231
Polaris Wealth Advisory Group
California
$20K +$20.3K +1,250 New
WAS
232
Winch Advisory Services
Wisconsin
$18K -$6.49K -400 -26%
HCM
233
Highlander Capital Management
New Jersey
$18K – – –
TL
234
TrueWealth LLC
Georgia
$18K – – –
WEC
235
Winslow Evans & Crocker
Massachusetts
$17.9K +$2.04K +126 +13%
CCA
236
Clearwater Capital Advisors
Illinois
$17K +$17.4K +1,075 New
BG
237
Bollard Group
Massachusetts
$16K -$3.41M -210,000 -100%
AF
238
Advisornet Financial
Minnesota
$16K -$34.2K -2,105 -68%
SEI Investments
239
SEI Investments
Pennsylvania
$16K -$341 -21 -2%
AA
240
AlphaMark Advisors
Kentucky
$16K – – –
KPCM
241
Kings Point Capital Management
New York
$16K – – –
OIA
242
OneDigital Investment Advisors
Kansas
$16K – – –
PCC
243
Park Circle Company
Maryland
$16K – – –
TCOV
244
Trust Company of Vermont
Vermont
$16K – – –
WAM
245
Watermark Asset Management
California
$16K – – –
ANBT
246
American National Bank & Trust
Texas
$16K +$16.2K +1,000 New
JCM
247
Jacobi Capital Management
Pennsylvania
$14K -$32.5K -2,000 -67%
Zurich Cantonal Bank
248
Zurich Cantonal Bank
Switzerland
$14K +$14.3K +882 New
HWP
249
Hefty Wealth Partners
Indiana
$14K +$14.5K +895 New
RE
250
RBC Europe
United Kingdom
$13.9K -$64.9K -4,000 -82%