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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
PWAM
404
Private Wealth Asset Management
Iowa
$74.9K -$724 -5 -0.9%
CA
405
Crewe Advisors
Utah
$69.1K -$15.3K -106 -17%
CH
406
Cromwell Holdings
Wyoming
$67K
HPC
407
HM Payson & Co
Maine
$63.3K
JSAM
408
J. Safra Asset Management
New York
$55.7K +$60.1K +415 New
FP
409
Financial Perspectives
Minnesota
$52.8K
EPIME
410
Evelyn Partners Investment Management (Europe)
$51.9K
SWM
411
Spire Wealth Management
Virginia
$51K -$91.2K -630 -62%
TCOT
412
Trust Company of Toledo
Ohio
$50.3K
Fifth Third Bancorp
413
Fifth Third Bancorp
Ohio
$46K +$7.67K +53 +18%
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$45.2K -$4.49K -31 -8%
MA
415
Montag & Associates
Georgia
$42.9K +$46.3K +320 New
WIM
416
Westside Investment Management
California
$42.7K
TWM
417
Timmons Wealth Management
Massachusetts
$42.3K +$45.8K +316 New
CFS
418
CGC Financial Services
Oregon
$41.5K
Nisa Investment Advisors
419
Nisa Investment Advisors
Missouri
$40.4K -$43.3K -299 -50%
CFB
420
Cullen/Frost Bankers
Texas
$40.3K +$8.11K +56 +23%
GIM
421
Gold Investment Management
Alberta, Canada
$40.3K -$4.49K -31 -9%
Simplex Trading
422
Simplex Trading
Illinois
$38.9K +$42K +290 New
SS
423
SBI Securities
Japan
$38.4K -$290 -2 -0.7%
BTI
424
Blue Trust Inc
Georgia
$38K -$10.9K -75 -21%
PWPS
425
Pinnacle Wealth Planning Services
Ohio
$32.8K +$35.5K +245 New