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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$178K +$995 +6 +0.6%
M
402
MOTCO
Texas
$168K +$163K +983 New
SOW
403
State of Wyoming
Wyoming
$159K -$9.28K -56 -6%
AAP
404
Arax Advisory Partners
Colorado
$155K -$4.31K -26 -3%
LC
405
Lindbrook Capital
California
$152K +$166 +1 +0.1%
VWM
406
Venturi Wealth Management
Texas
$151K +$146K +883 New
HCP
407
Hexagon Capital Partners
Arkansas
$147K +$6.13K +37 +5%
GIA
408
GHP Investment Advisors
Colorado
$146K
SWS
409
SYSTM Wealth Solutions
Illinois
$143K -$381K -2,301 -73%
CA
410
Crewe Advisors
Utah
$143K -$5.64K -34 -4%
PTC
411
Private Trust Company
Ohio
$131K -$15.3K -92 -11%
MCM
412
Manchester Capital Management
Vermont
$124K +$120K +724 New
HGA
413
Hobbs Group Advisors
South Carolina
$118K +$114K +687 New
AWM
414
Avior Wealth Management
Nebraska
$112K -$18.4K -111 -14%
GI
415
GAMMA Investing
California
$111K -$23.9K -144 -18%
RI
416
Ridgewood Investments
New Jersey
$111K +$107K +648 New
IA
417
IFP Advisors
Florida
$103K -$5.3K -32 -5%
JFA
418
JNBA Financial Advisors
Minnesota
$101K +$98.3K +593 New
TFA
419
Transamerica Financial Advisors
Florida
$101K
SPIA
420
Steward Partners Investment Advisory
New York
$100K -$5.14K -31 -5%
CA
421
Continuum Advisory
Idaho
$95.4K
CH
422
Cromwell Holdings
Wyoming
$85.6K +$82.9K +500 New
OWA
423
Opal Wealth Advisors
New York
$84.8K -$6.96K -42 -8%
BBHC
424
Brown Brothers Harriman & Co
New York
$83.1K
CT
425
Colonial Trust
South Carolina
$82K