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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
326
EverSource Wealth Advisors
Alabama
$96.8K -$9.87K -113 -9%
PWA
327
Physician Wealth Advisors
Utah
$89K -$175 -2 -0.2%
OP
328
Oslo Pensjonsforsikring
$88.4K – – –
HIM
329
Hillsdale Investment Management
Ontario, Canada
$80.9K +$8.56K +98 +11%
GI
330
GAMMA Investing
California
$77.9K -$36.8K -421 -31%
MCM
331
Manchester Capital Management
Vermont
$76.9K +$262 +3 +0.3%
AF
332
Allworth Financial
California
$75.4K +$80.6K +923 New
GIA
333
GHP Investment Advisors
Colorado
$74.8K -$262 -3 -0.3%
IA
334
IFG Advisory
Georgia
$73.8K +$79K +904 New
JWM
335
JPL Wealth Management
Colorado
$72K -$85.6K -980 -53%
CA
336
Clearstead Advisors
Ohio
$71.8K +$76.8K +879 New
HNW
337
High Note Wealth
Minnesota
$69.6K +$74.4K +852 New
HDIM
338
Hanson & Doremus Investment Management
Vermont
$66K -$61.2K -701 -46%
SS
339
SBI Securities
Japan
$64.2K +$28.1K +322 +69%
PTC
340
Private Trust Company
Ohio
$59.8K -$87 -1 -0.1%
CT
341
Colonial Trust
South Carolina
$55.6K -$175 -2 -0.3%
Vanguard National Trust
342
Vanguard National Trust
Pennsylvania
$50.9K – – –
BBHC
343
Brown Brothers Harriman & Co
New York
$49.1K -$8.04K -92 -13%
JFA
344
JNBA Financial Advisors
Minnesota
$48.3K -$87 -1 -0.2%
HNB
345
Huntington National Bank
Ohio
$48.2K -$18.7K -214 -27%
CA
346
Continuum Advisory
Idaho
$45.5K +$48.7K +557 New
CH
347
Cromwell Holdings
Wyoming
$44.3K -$24K -275 -34%
FP
348
Financial Perspectives
Minnesota
$32.1K -$87 -1 -0.3%
AAP
349
Arax Advisory Partners
Colorado
$31.7K +$8.91K +102 +36%
TCOT
350
Trust Company of Toledo
Ohio
$30.6K – – –