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XPO
XPO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
601
Continuum Advisory
Idaho
$118K +$121K +573 New
IA
602
IFP Advisors
Florida
$117K +$42.5K +201 +54%
SAM
603
Smartleaf Asset Management
Massachusetts
$107K – – –
SOW
604
State of Wyoming
Wyoming
$105K -$163K -768 -60%
CAC
605
Core Alternative Capital
Georgia
$104K – – –
VCM
606
Versant Capital Management
Arizona
$103K +$59.9K +283 +129%
ACA
607
Atlas Capital Advisors
Wyoming
$102K +$105K +495 New
WBC
608
Westpac Banking Corp
Australia
$101K -$5.92K -28 -5%
PTC
609
Private Trust Company
Ohio
$101K -$4.23K -20 -4%
PA
610
Parallel Advisors
California
$93K +$6.77K +32 +8%
IFWM
611
Institute for Wealth Management
Colorado
$88.4K +$91.2K +431 New
WAG
612
Wiser Advisor Group
Arizona
$79.4K – – –
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$70.8K -$5.71K -27 -7%
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$70.4K +$423 +2 +0.6%
BTI
615
Blue Trust Inc
Georgia
$69.4K -$846 -4 -1%
BBHC
616
Brown Brothers Harriman & Co
New York
$64.7K -$78.5K -371 -54%
CAM
617
Chesapeake Asset Management
New York
$61.6K – – –
IAIM
618
International Assets Investment Management
Florida
$61.1K – – –
PFBT
619
Parkside Financial Bank & Trust
Missouri
$60.8K +$212 +1 +0.3%
SA
620
SRH Advisors
Kansas
$59.5K – – –
EWA
621
EverSource Wealth Advisors
Alabama
$58.3K -$63.5K -300 -51%
JWA
622
JFS Wealth Advisors
Pennsylvania
$55.4K +$423 +2 +0.7%
QL
623
Quarry LP
New York
$49.3K -$164K -773 -76%
RFS
624
Richardson Financial Services
Massachusetts
$48.2K -$154K -730 -76%
TFIPS
625
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.2K +$47.6K +225 New
23 24
25
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