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Name Holding Trade Value Shares
Change
Change in
Stake
BHB
401
Bank Hapoalim BM
Israel
$440K +$474K +23,595 New
GWS
402
Glassman Wealth Services
Virginia
$432K +$2.71K +135 +0.6%
MSFP
403
Mark Sheptoff Financial Planning
Connecticut
$431K
Brown Advisory
404
Brown Advisory
Maryland
$427K +$51.2K +2,550 +13%
BRWM
405
B. Riley Wealth Management
Tennessee
$423K -$27.4K -1,365 -6%
CI
406
Cigna Investments
Connecticut
$407K
FT
407
Fiduciary Trust
Massachusetts
$406K -$59.6K -2,970 -12%
TCOV
408
Trust Company of Vermont
Vermont
$405K +$243K +12,090 +126%
CGH
409
Crossmark Global Holdings
Texas
$403K -$21.4K -1,065 -5%
HFS
410
HL Financial Services
Kentucky
$402K
AF
411
Arrow Financial
New York
$401K -$257K -12,780 -37%
LCAM
412
London & Capital Asset Management
United Kingdom
$401K
LWCFA
413
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$396K +$34.9K +1,740 +9%
TA
414
Tiedemann Advisors
New York
$394K -$4.23M -210,840 -91%
RWM
415
RBA Wealth Management
California
$393K +$428K +21,330 New
CBOA
416
Commonwealth Bank of Australia
Australia
$390K +$29.8K +1,485 +8%
MAFM
417
Mid Atlantic Financial Management
Pennsylvania
$389K -$24.1K -1,200 -5%
PCM
418
Parsons Capital Management
Rhode Island
$389K -$903 -45 -0.2%
WP
419
WMS Partners
Maryland
$388K
SBH
420
Segall Bryant & Hamill
Illinois
$378K +$120K +6,000 +42%
CWM
421
Cornerstone Wealth Management
Missouri
$378K +$223K +11,115 New
TRAM
422
Tuscan Ridge Asset Management
Illinois
$378K +$407K +20,250 New
PSUF
423
People's United Financial
Connecticut
$375K -$222K -11,040 -35%
GW
424
GW & Wade
Massachusetts
$374K
IUHSA
425
Itau Unibanco Holding S.A.
Brazil
$374K