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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
401
Harbor Investment Advisory
Maryland
$151K -$36.9K -2,120 -22%
LWM
402
Liberty Wealth Management
California
$151K +$1.04K +60 +0.8%
RWB
403
RMR Wealth Builders
New Jersey
$148K +$127K +7,300 New
BCV
404
Banque Cantonale Vaudoise
Switzerland
$136K
IRC
405
Investors Research Corp
Georgia
$136K
SFO
406
Standard Family Office
South Dakota
$129K +$111K +6,380 New
RWA
407
Ropes Wealth Advisors
Massachusetts
$128K +$18.3K +1,055 +20%
BAM
408
Belpointe Asset Management
Nevada
$126K +$108K +6,205 New
RPWA
409
Regent Peak Wealth Advisors
Georgia
$116K +$100K +5,750 New
FP
410
Financial Perspectives
Minnesota
$109K
BNP Paribas Financial Markets
411
BNP Paribas Financial Markets
France
$106K -$33.7K -1,940 -27%
FPS
412
Fieldpoint Private Securities
Connecticut
$106K +$91.3K +5,250 New
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$105K -$10.6K -610 -10%
SPIA
414
Steward Partners Investment Advisory
New York
$104K +$44.3K +2,550 +99%
ZB
415
Zions Bancorporation
Utah
$103K -$38.7K -2,225 -31%
SG Americas Securities
416
SG Americas Securities
New York
$102K -$162K -9,330 -65%
Axa
417
Axa
France
$97K +$5.65K +325 +7%
MA
418
MUFG Americas
New York
$91K +$6.78K +390 +9%
BC
419
Bartlett & Co
Ohio
$89K -$10.4K -600 -12%
BCWM
420
Bartlett & Co Wealth Management
Ohio
$89K -$10.4K -600 -12%
TJHA
421
Thomas J. Herzfeld Advisors
Florida
$85K +$6.87K +395 +10%
GRP
422
Global Retirement Partners
California
$80K +$23.6K +1,355 +52%
NFG
423
Next Financial Group
Texas
$77K +$9.56K +550 +17%
GWM
424
Geneos Wealth Management
Colorado
$71K +$308K +17,690 +507%
HNB
425
Huntington National Bank
Ohio
$69K -$119K -6,845 -67%