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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
601
Center for Financial Planning
Michigan
$115K +$9.03K +109 +9%
EWA
602
EverSource Wealth Advisors
Alabama
$114K -$59.2K -715 -36%
DJSG
603
D.J. St. Germain
Massachusetts
$114K – – –
BWA
604
Basecamp Wealth Advisors
Washington
$112K – – –
WTC
605
WhitTier Trust Company
Nevada
$105K – – –
WT
606
Whittier Trust
California
$102K – – –
Nomura Asset Management
607
Nomura Asset Management
Japan
$101K -$153K -1,850 -62%
WBWA
608
William B. Walkup & Associates
South Carolina
$101K +$22.8K +275 +32%
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$96.9K +$89.8K +1,084 New
PFBT
610
Parkside Financial Bank & Trust
Missouri
$95.2K – – –
HI
611
Hoey Investments
Pennsylvania
$93.9K – – –
MCM
612
Manchester Capital Management
Vermont
$91.6K -$166 -2 -0.2%
HI
613
Harbour Investments
Wisconsin
$89.5K -$994 -12 -1%
CTC
614
Central Trust Company
Missouri
$89.4K – – –
TWD
615
True Wealth Design
Ohio
$86.7K +$31.2K +376 +63%
CCWM
616
Cassaday & Co Wealth Management
Virginia
$85.2K – – –
Mirae Asset Global ETFs Holdings
617
Mirae Asset Global ETFs Holdings
Hong Kong
$83.9K -$2.9K -35 -4%
SS
618
SBI Securities
Japan
$82.8K -$2.57K -31 -3%
IFWM
619
Institute for Wealth Management
Colorado
$81.7K +$75.7K +914 New
GWM
620
Geneos Wealth Management
Colorado
$74.9K +$166 +2 +0.2%
Mitsubishi UFJ Asset Management
621
Mitsubishi UFJ Asset Management
Japan
$73K +$2.82K +34 +4%
VSQM
622
V-Square Quantitative Management
Illinois
$73K -$9.61K -116 -12%
PTC
623
Private Trust Company
Ohio
$70.5K – – –
CFB
624
Cullen/Frost Bankers
Texas
$69.9K – – –
EP
625
Essential Partners
California
$69.9K +$38.3K +462 +144%