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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
MAI Capital Management
Ohio
$82.7K +$85.6K +591 +2,273%
BBHC
402
Brown Brothers Harriman & Co
New York
$82.2K +$15.2K +105 +21%
JFA
403
JNBA Financial Advisors
Minnesota
$79.4K – – –
WAU
404
Wellington-Altus USA
Manitoba, Canada
$75.7K +$67.6K +467 New
PWAM
405
Private Wealth Asset Management
Iowa
$74.9K -$724 -5 -0.9%
CA
406
Crewe Advisors
Utah
$69.1K -$15.3K -106 -17%
CH
407
Cromwell Holdings
Wyoming
$67K – – –
HPC
408
HM Payson & Co
Maine
$63.3K – – –
JSAM
409
J. Safra Asset Management
New York
$55.7K +$60.1K +415 New
FP
410
Financial Perspectives
Minnesota
$52.8K – – –
EPIME
411
Evelyn Partners Investment Management (Europe)
$51.9K – – –
SWM
412
Spire Wealth Management
Virginia
$51K -$91.2K -630 -62%
TCOT
413
Trust Company of Toledo
Ohio
$50.3K – – –
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$46K +$7.67K +53 +18%
MPWT
415
MassMutual Private Wealth & Trust
Connecticut
$45.2K -$4.49K -31 -8%
MA
416
Montag & Associates
Georgia
$42.9K +$46.3K +320 New
WIM
417
Westside Investment Management
California
$42.7K – – –
TWM
418
Timmons Wealth Management
Massachusetts
$42.3K +$45.8K +316 New
CFS
419
CGC Financial Services
Oregon
$41.5K – – –
Nisa Investment Advisors
420
Nisa Investment Advisors
Missouri
$40.4K -$43.3K -299 -50%
CFB
421
Cullen/Frost Bankers
Texas
$40.3K +$8.11K +56 +23%
GIM
422
Gold Investment Management
Alberta, Canada
$40.3K -$4.49K -31 -9%
Simplex Trading
423
Simplex Trading
Illinois
$38.9K +$42K +290 New
SS
424
SBI Securities
Japan
$38.4K -$290 -2 -0.7%
BTI
425
Blue Trust Inc
Georgia
$38K -$10.9K -75 -21%