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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
626
Liberty Wealth Management
California
$39K +$594 +3 +2%
SWA
627
Sutton Wealth Advisors
Florida
$34.9K – – –
DZ Bank
628
DZ Bank
Germany
$34.7K +$31.1K +157 New
LWANC
629
Laurel Wealth Advisors (North Carolina)
North Carolina
$34K – – –
HIA
630
Harbor Investment Advisory
Maryland
$32K -$2.97K -15 -9%
HCM
631
Highlander Capital Management
New Jersey
$32K – – –
GT
632
Glenmede Trust
Pennsylvania
$32K +$1.39K +7 +5%
EDRH
633
Edmond de Rothschild Holding
Switzerland
$31K -$3.76K -19 -12%
BCA
634
Berman Capital Advisors
Georgia
$28K +$4.95K +25 +24%
ME
635
McIlrath & Eck
Washington
$27K – – –
NFSG
636
Newbridge Financial Services Group
Florida
$26K +$24.3K +123 New
MAM
637
Meeder Asset Management
Ohio
$23K -$1.38M -6,979 -98%
FCH
638
Freestone Capital Holdings
Washington
$22.2K +$20.4K +103 New
PCFFS
639
Pacific Center for Financial Services
California
$22K – – –
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$22K +$16.6K +84 +525%
TH
641
TCTC Holdings
Texas
$22K +$19.8K +100 New
WIM
642
Westside Investment Management
California
$21.8K – – –
FHA
643
Flagship Harbor Advisors
Massachusetts
$21K -$17.4K -88 -46%
PCG
644
Private Capital Group
Connecticut
$21K – – –
JCM
645
Jacobi Capital Management
Pennsylvania
$21K +$1.78K +9 +10%
VCM
646
Versant Capital Management
Arizona
$20K – – –
TPCW
647
TD Private Client Wealth
New York
$18.9K +$1.78K +9 +11%
TCOV
648
Trust Company of Vermont
Vermont
$18K +$16.8K +85 New
LC
649
Lindbrook Capital
California
$17K +$1.58K +8 +11%
GEA
650
Glen Eagle Advisors
New Jersey
$16.8K +$9.5K +48 +160%