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Name Holding Trade Value Shares
Change
Change in
Stake
KT
201
Kanaly Trust
Texas
$12K -$3.99K -37 -26%
FMII
202
Farmers & Merchants Investments Inc
Nebraska
$12K +$2.16K +20 +24%
PFBT
203
Parkside Financial Bank & Trust
Missouri
$11K
TA
204
Teachers Advisors
New York
$11K
CG
205
Cutler Group
California
$11K +$431 +4 +4%
FANJ
206
Financial Architects (New Jersey)
New Jersey
$10K +$9.17K +85 New
WA
207
WFG Advisors
Texas
$9K -$1.08K -10 -11%
CLOS
208
Compagnie Lombard Odier SCmA
Switzerland
$8K
WA
209
Winfield Associates
Ohio
$8K +$7.55K +70 New
WC
210
Whitnell & Co
Illinois
$7K -$3.23K -30 -34%
BBHC
211
Brown Brothers Harriman & Co
New York
$7K
CHP
212
Cable Hill Partners
Oregon
$6K
ASN
213
Advisory Services Network
Georgia
$4K
PMFA
214
Plante Moran Financial Advisors
Michigan
$4K +$3.99K +37 New
WAM
215
Wealthspire Advisors (Maryland)
Maryland
$3K -$539 -5 -17%
Federated Hermes
216
Federated Hermes
Pennsylvania
$3K
AIG
217
American International Group
New York
$3K +$2.26K +21 +2,100%
GWS
218
Glassman Wealth Services
Virginia
$2K
Barclays
219
Barclays
United Kingdom
$2K +$2.26K +21 New
BIM
220
BlackRock Investment Management
Delaware
$2K +$2.26K +21 New
WTB
221
Washington Trust Bank
Washington
$2K +$2.26K +21 New
UFA
222
US Financial Advisors
Massachusetts
$1K
RWM
223
Raffa Wealth Management
District of Columbia
$815
Manulife (Manufacturers Life Insurance)
224
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$998K -8,700 Closed
ECAM
225
East Coast Asset Management
Massachusetts
-$376K -3,280 Closed