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SVM

Silvercorp Metals

Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$37K +$4.64K +1,750 +13%
SAM
52
Shell Asset Management
Netherlands
$36K
ANBT
53
American National Bank & Trust
Texas
$31K
Zurich Cantonal Bank
54
Zurich Cantonal Bank
Switzerland
$28K +$8.12K +3,060 +37%
AG
55
Advisor Group
Arizona
$26K
BFIM
56
Beese Fulmer Investment Management
Ohio
$25K
IWA
57
Intercontinental Wealth Advisors
Texas
$25K
Geode Capital Management
58
Geode Capital Management
Massachusetts
$24K +$27.3K +10,301 New
RE
59
RBC Europe
United Kingdom
$18K
IA
60
IFP Advisors
Florida
$14K
ADL
61
Asset Dedication LLC
California
$10K
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.5K -$11.7K -4,405 -56%
CLOS
63
Compagnie Lombard Odier SCmA
Switzerland
$7K
GWM
64
Geneos Wealth Management
Colorado
$7K
UBS Group
65
UBS Group
Switzerland
$4K -$8.27K -3,117 -65%
Barclays
66
Barclays
United Kingdom
$4K
Wells Fargo
67
Wells Fargo
California
$3K -$3 -1 -0.1%
WAM
68
Wealthspire Advisors (Maryland)
Maryland
$3K
APP
69
Avantax Planning Partners
Iowa
$2K +$1.86K +700 New
TC
70
Truvestments Capital
Florida
$2K +$2.39K +900 New
NFG
71
Next Financial Group
Texas
$2K +$2.65K +1,000 New
GEA
72
Glen Eagle Advisors
New Jersey
$1.48K
Citigroup
73
Citigroup
New York
$1K +$424 +160 +60%
MWPCG
74
Measured Wealth Private Client Group
New Hampshire
$1K +$663 +250 New
SFWA
75
Summit Financial Wealth Advisors
Louisiana
-$230K -85,540 Closed