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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
Wealthspire Advisors (Maryland)
Maryland
$171K +$100K +2,098 +143%
CFG
377
CKW Financial Group
Hawaii
$168K -$14.3K -300 -8%
WTC
378
WhitTier Trust Company
Nevada
$162K – – –
ERIM
379
Eagle Ridge Investment Management
Connecticut
$160K +$531K +11,120 New
NA
380
NewEdge Advisors
Louisiana
$156K +$157K +3,280 New
YWP
381
YorkBridge Wealth Partners
New York
$147K +$37.1K +776 +34%
EDRH
382
Edmond de Rothschild Holding
Switzerland
$140K – – –
PA
383
Parallel Advisors
California
$139K +$41.8K +875 +42%
GWM
384
Geneos Wealth Management
Colorado
$124K +$21.8K +456 +21%
BIMC
385
Benson Investment Management Company
Virginia
$112K – – –
ARMT
386
Amica Retiree Medical Trust
Rhode Island
$109K – – –
OIA
387
OneDigital Investment Advisors
Kansas
$103K +$102K +2,143 New
SIAS
388
Shine Investment Advisory Services
Colorado
$97K +$96.4K +2,017 New
PK
389
Pflug Koory
Nebraska
$96K +$7.17K +150 +8%
CBT
390
Capital Bank & Trust
California
$96K +$95.6K +2,000 New
MSFP
391
Mark Sheptoff Financial Planning
Connecticut
$86K -$9.61K -201 -10%
MMG
392
Monetary Management Group
Missouri
$84K – – –
JCM
393
Jacobi Capital Management
Pennsylvania
$79K +$6.55K +137 +9%
FWM
394
Focused Wealth Management
New York
$72K – – –
LCM
395
Liberty Capital Management
Michigan
$72K – – –
SSB
396
Sandy Spring Bank
Maryland
$68K +$8.84K +185 +15%
SAC
397
Smith Affiliated Capital
New York
$59.9K – – –
H
398
Hexavest
Quebec, Canada
$58K – – –
TC
399
Trust Company
Kansas
$57K -$27.3K -571 -33%
LIA
400
LS Investment Advisors
Michigan
$57K – – –