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Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
WP Advisors
California
$20K +$149 +4 +0.8%
AAP
452
Arax Advisory Partners
Colorado
$20K +$18.7K +500 New
WEC
453
Winslow Evans & Crocker
Massachusetts
$18K – – –
FHB
454
First Hawaiian Bank
Hawaii
$17K +$15.8K +424 New
BWP
455
Baldwin Wealth Partners
Massachusetts
$16K – – –
BBHC
456
Brown Brothers Harriman & Co
New York
$16K – – –
CH
457
Canton Hathaway
Rhode Island
$16K +$14.9K +400 New
NFG
458
Next Financial Group
Texas
$16K +$15.3K +409 New
BCWM
459
Bartlett & Co Wealth Management
Ohio
$15.3K – – –
BC
460
Bartlett & Co
Ohio
$15K – – –
VCM
461
Versant Capital Management
Arizona
$12K -$298 -8 -3%
Rockefeller Capital Management
462
Rockefeller Capital Management
New York
$12K – – –
JFGIW
463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$1.08K -29 -9%
CTC
464
Central Trust Company
Missouri
$11K – – –
FBT
465
First Bank & Trust
South Dakota
$11K – – –
HWM
466
Holloway Wealth Management
Florida
$11K – – –
MFBTD
467
MB Financial Bank - Trust Department
Illinois
$11K – – –
ML
468
McAdam LLC
Pennsylvania
$11K – – –
SFSIG
469
San Francisco Sentry Investment Group
California
$11K +$10.3K +276 New
CCM
470
Covington Capital Management
California
$10K -$6.08K -163 -39%
OC
471
Oakworth Capital
Alabama
$10K -$3.47K -93 -27%
GRP
472
Global Retirement Partners
California
$9K – – –
TFO
473
Tarbox Family Office
California
$9K +$7.05K +189 +473%
SWA
474
Sutton Wealth Advisors
Florida
$8.71K – – –
ZB
475
Zions Bancorporation
Utah
$8K -$2.02K -54 -21%