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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
701
Personal Wealth Partners
Minnesota
$15K +$14K +219 New
BBHC
702
Brown Brothers Harriman & Co
New York
$14K -$829 -13 -6%
EWM
703
Edge Wealth Management
New York
$14K
TFO
704
Tarbox Family Office
California
$14K
SWA
705
Sutton Wealth Advisors
Florida
$13.5K +$893 +14 +8%
EWM
706
Executive Wealth Management
Michigan
$13K
MAM
707
Meeder Asset Management
Ohio
$13K +$12.2K +192 New
RE
708
RBC Europe
United Kingdom
$12.7K
WIM
709
Westside Investment Management
California
$12.4K +$31.9K +500 New
SFG
710
SevenBridge Financial Group
Pennsylvania
$12K
TFA
711
Toth Financial Advisory
Virginia
$12K +$128 +2 +1%
GTAM
712
Global Trust Asset Management
Florida
$12K +$758K +11,890 New
WPA
713
West Paces Advisors
Georgia
$11.2K
ME
714
McIlrath & Eck
Washington
$11K
WB
715
Webster Bank
Connecticut
$11K
FMII
716
Farmers & Merchants Investments Inc
Nebraska
$11K +$1.47K +23 +17%
BAM
717
Barrett Asset Management
New York
$10K
DOA
718
D'Orazio & Associates
Virginia
$10K
WTC
719
WhitTier Trust Company
Nevada
$10K
RCAG
720
Rehmann Capital Advisory Group
Michigan
$8.54K +$2.81K +44 +54%
BAMG
721
Brand Asset Management Group
Missouri
$8K
LWM
722
Lenox Wealth Management
Ohio
$8K
TCM
723
Tradewinds Capital Management
Washington
$8K +$7.33K +115 New
CQS
724
Credential Qtrade Securities
$7.18K +$6.7K +105 New
VNA
725
Valley National Advisers
Pennsylvania
$7K -$5.23K -82 -45%