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Name Holding Trade Value Shares
Change
Change in
Stake
PK
401
Pflug Koory
Nebraska
$89K
CFA
402
Carroll Financial Associates
North Carolina
$83K +$6.46K +135 +8%
BCWM
403
Bartlett & Co Wealth Management
Ohio
$79.3K
BC
404
Bartlett & Co
Ohio
$79K +$86.7K +1,813 New
EFSCE
405
Enterprise Financial Services Corp (EFSC)
Missouri
$76K +$7.46K +156 +10%
SFSIG
406
San Francisco Sentry Investment Group
California
$75K -$239 -5 -0.3%
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$27.9K +583 +52%
CMBA
408
C.M. Bidwell & Associates
Hawaii
$74K +$80.9K +1,690 New
CCM
409
Covington Capital Management
California
$73K
RDWM
410
Red Door Wealth Management
Tennessee
$72K +$79.5K +1,661 New
GEA
411
Glen Eagle Advisors
New Jersey
$71.7K
GFPC
412
Global Financial Private Capital
Florida
$66K -$9.52K -199 -12%
EDRH
413
Edmond de Rothschild Holding
Switzerland
$66K
ST
414
Smithfield Trust
Pennsylvania
$65K +$70.8K +1,480 New
SWM
415
Sugarloaf Wealth Management
Georgia
$64K
LWM
416
Liberty Wealth Management
California
$59K +$1.39K +29 +2%
ZB
417
Zions Bancorporation
Utah
$58K -$26.5K -554 -29%
KLWA
418
Kelly Lawrence W & Associates
California
$55K
AIM
419
Anchor Investment Management
South Carolina
$54.9K +$2.68K +56 +5%
EWA
420
Evolution Wealth Advisors
Florida
$53K +$4.16K +87 +8%
MAM
421
Meeder Asset Management
Ohio
$52K -$3.73K -78 -6%
Daiwa Securities Group
422
Daiwa Securities Group
Japan
$51K -$957 -20 -2%
CS
423
Capital Square
Tennessee
$51K +$55.9K +1,168 New
AF
424
Advisornet Financial
Minnesota
$49K -$65.6K -1,370 -55%
MHR
425
Matthew Hamilton Rosenberg
$47K +$51.2K +1,070 New