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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
601
Baldwin Wealth Partners
Massachusetts
$16K – – –
EARNEST Partners
602
EARNEST Partners
Georgia
$16K – – –
CCM
603
Cribstone Capital Management
Maine
$16K +$451 +2 +3%
ZIG
604
Zullo Investment Group
Pennsylvania
$16K +$902 +4 +5%
LCM
605
Logan Capital Management
Pennsylvania
$15K – – –
BIA
606
Bell Investment Advisors
California
$15K +$16K +71 New
TCOV
607
Trust Company of Vermont
Vermont
$15K +$16K +71 New
ZB
608
Zions Bancorporation
Utah
$14K +$7.44K +33 +89%
RTC
609
Riverview Trust Company
Washington
$13K -$13.3K -59 -49%
LF
610
Lee Financial
Texas
$13K -$3.38K -15 -19%
MPWT
611
MassMutual Private Wealth & Trust
Connecticut
$13K +$6.54K +29 +91%
VCM
612
Vigilant Capital Management
Maine
$12K – – –
LC
613
Lindbrook Capital
California
$12K +$451 +2 +4%
CT
614
Cambridge Trust
Massachusetts
$11K – – –
HIA
615
Harbor Investment Advisory
Maryland
$11K – – –
BTI
616
Blue Trust Inc
Georgia
$11K +$10.4K +46 New
MHR
617
Matthew Hamilton Rosenberg
$9K +$9.7K +43 New
BWM
618
BerganKDV Wealth Management
Minnesota
$8K – – –
TWA
619
TCI Wealth Advisors
Arizona
$8K – – –
EW
620
Evoke Wealth
California
$8K +$4.06K +18 +95%
FRA
621
Front Row Advisors
California
$7K -$902 -4 -11%
DFCM
622
Dark Forest Capital Management
Puerto Rico
$7K +$7.67K +34 New
MCM
623
MV Capital Management
Maryland
$6K -$3.38K -15 -34%
GFPC
624
Global Financial Private Client
Florida
$5.91K – – –
Lazard Asset Management
625
Lazard Asset Management
New York
$5K -$16K -71 -73%