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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
376
Edmond de Rothschild Holding
Switzerland
$65K – – –
FBT
377
First Bank & Trust
South Dakota
$61K -$22.6K -532 -28%
FHA
378
Flagship Harbor Advisors
Massachusetts
$59K +$13.6K +320 +30%
CFGS
379
Concourse Financial Group Securities
Alabama
$58K +$5.53K +130 +11%
OIA
380
OneDigital Investment Advisors
Kansas
$56K – – –
ESB
381
Essex Savings Bank
Connecticut
$55K +$24.2K +569 +81%
AIM
382
Advantage Investment Management
Iowa
$54K – – –
H
383
Hexavest
Quebec, Canada
$53K – – –
SIM
384
Sonora Investment Management
Arizona
$52K – – –
AIM
385
Anchor Investment Management
South Carolina
$51.9K -$65.9K -1,550 -56%
TC
386
Truvestments Capital
Florida
$47K -$1.02K -24 -2%
LWM
387
Liberty Wealth Management
California
$45K +$553 +13 +1%
DWM
388
Doyle Wealth Management
Florida
$43K +$42.5K +1,000 New
SQA
389
Simon Quick Advisors
New Jersey
$42.8K +$42.1K +989 New
SCA
390
Stonebridge Capital Advisors
Minnesota
$41K +$40.3K +948 New
EWA
391
Evolution Wealth Advisors
Florida
$40K +$39.7K +933 New
AF
392
Advisornet Financial
Minnesota
$39K -$1.74K -41 -4%
FWM
393
Focused Wealth Management
New York
$39K – – –
CFB
394
Cullen/Frost Bankers
Texas
$39K +$3.79K +89 +11%
JFGIW
395
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K -$936 -22 -2%
CAC
396
Certified Advisory Corp
Florida
$38K – – –
PWMG
397
Prestige Wealth Management Group
New Jersey
$37K – – –
NL
398
NKCFO LLC
Illinois
$35K – – –
EWM
399
Executive Wealth Management
Michigan
$32K +$638 +15 +2%
WT
400
Whittier Trust
California
$31K – – –