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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
376
Geneos Wealth Management
Colorado
$86K -$8.07K -183 -8%
WCM
377
Whitener Capital Management
North Carolina
$86K +$36.8K +834 +72%
WTC
378
WhitTier Trust Company
Nevada
$85K +$7.1K +161 +9%
CAM
379
Cresset Asset Management
Illinois
$84K +$85K +1,928 New
JCM
380
Jacobi Capital Management
Pennsylvania
$82K +$17.6K +400 +27%
MMG
381
Monetary Management Group
Missouri
$76K
PA
382
Parallel Advisors
California
$76K +$25.2K +572 +48%
DWM
383
Doyle Wealth Management
Florida
$74K +$74.8K +1,696 New
PCG
384
Private Capital Group
Connecticut
$73K +$1.68K +38 +2%
CA
385
Claro Advisors
Massachusetts
$72K +$71.1K +1,612 New
NFG
386
Next Financial Group
Texas
$70K +$38.9K +882 +122%
MOS
387
MGO One Seven
Ohio
$69K -$154K -3,487 -68%
AWM
388
Aevitas Wealth Management
Massachusetts
$69K
FHA
389
Flagship Harbor Advisors
Massachusetts
$67K -$232K -5,270 -77%
WANY
390
Wealthspire Advisors (New York)
New York
$67K +$67.8K +1,538 New
FNC
391
First National Corp
Massachusetts
$66K +$67.4K +1,528 New
ZB
392
Zions Bancorporation
Utah
$65K -$7.54K -171 -10%
EDRH
393
Edmond de Rothschild Holding
Switzerland
$65K
GEA
394
Glen Eagle Advisors
New Jersey
$59.3K
H
395
Hexavest
Quebec, Canada
$53K
SIM
396
Sonora Investment Management
Arizona
$52K
WT
397
Whittier Trust
California
$52K +$7.67K +174 +17%
AIM
398
Advantage Investment Management
Iowa
$52K +$8.25K +187 +19%
FWM
399
Focused Wealth Management
New York
$52K +$13.2K +300 +33%
IDBONY
400
Israel Discount Bank of New York
New York
$51K -$6.84K -155 -12%