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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
651
Baldwin Wealth Partners
Massachusetts
$192K +$164K +3,835 +1,278%
BPCA
652
Bank Pictet & Cie (Asia)
Singapore
$190K – – –
FANJ
653
Financial Architects (New Jersey)
New Jersey
$189K – – –
Mitsubishi UFJ Asset Management
654
Mitsubishi UFJ Asset Management
Japan
$182K +$28.1K +658 +20%
TC
655
Truvestments Capital
Florida
$181K – – –
EDRH
656
Edmond de Rothschild Holding
Switzerland
$177K -$60.6K -1,420 -27%
EW
657
Evoke Wealth
California
$173K +$158K +3,709 New
SSB
658
Sandy Spring Bank
Maryland
$154K +$12.8K +300 +10%
PAM
659
Paradigm Asset Management
New York
$152K – – –
MAM
660
Marquette Asset Management
Minnesota
$144K – – –
EFSCE
661
Enterprise Financial Services Corp (EFSC)
Missouri
$143K +$4.78K +112 +4%
BAM
662
Belpointe Asset Management
Nevada
$139K +$10.5K +246 +9%
ASN
663
Advisory Services Network
Georgia
$137K – – –
SIA
664
Sit Investment Associates
Minnesota
$135K – – –
TAIM
665
TD Ameritrade Investment Management
Nebraska
$135K +$90.9K +2,131 +273%
GFPC
666
Global Financial Private Capital
Florida
$130K -$4.35K -102 -4%
NFG
667
Next Financial Group
Texas
$117K +$81.5K +1,911 +313%
FA
668
Fortis Advisors
Pennsylvania
$116K – – –
PMFA
669
Plante Moran Financial Advisors
Michigan
$115K – – –
BPCE
670
Bank Pictet & Cie (Europe)
Germany
$96K – – –
FHA
671
First Horizon Advisors
Tennessee
$92K +$554 +13 +0.7%
GRP
672
Global Retirement Partners
California
$85K +$5.67K +133 +8%
PB
673
Pinnacle Bancorp
Nebraska
$84K +$10.8K +254 +16%
AM
674
Atwater Malick
Pennsylvania
$84K +$77K +1,805 New
PI
675
PineBridge Investments
New York
$83K +$8.44K +198 +13%