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Name Holding Trade Value Shares
Change
Change in
Stake
JSAM
801
J. Safra Asset Management
New York
$190K +$206K +1,632 New
GRP
802
Global Retirement Partners
California
$184K -$29.8K -236 -13%
AA
803
Addison Advisors
Vermont
$169K -$4.05K -32 -2%
CBT
804
Crews Bank & Trust
Florida
$168K +$183K +1,449 New
SI
805
Sava Infond
Slovenia
$162K +$177K +1,400 New
FFA
806
Farther Finance Advisors
California
$160K -$4.3K -34 -2%
AF
807
Allworth Financial
California
$156K +$18K +142 +12%
AIM
808
Anchor Investment Management
South Carolina
$155K – – –
LSA
809
Leonteq Securities AG
Switzerland
$149K +$24K +190 +17%
Kayne Anderson Rudnick Investment Management
810
Kayne Anderson Rudnick Investment Management
California
$147K – – –
MG
811
Mather Group
Illinois
$140K -$1.9K -15 -1%
FDCP
812
Foster Dykema Cabot & Partners
Massachusetts
$129K – – –
ST
813
Smithfield Trust
Pennsylvania
$128K – – –
AF
814
Advisornet Financial
Minnesota
$128K -$9.36K -74 -6%
TFM
815
TFC Financial Management
Massachusetts
$125K -$3.16K -25 -2%
C
816
Covestor
United Kingdom
$122K +$46.8K +370 +55%
TCM
817
Tradewinds Capital Management
Washington
$116K – – –
FWM
818
FSA Wealth Management
Massachusetts
$113K +$253 +2 +0.2%
SSB
819
Sandy Spring Bank
Maryland
$112K +$4.05K +32 +3%
BBHC
820
Brown Brothers Harriman & Co
New York
$105K -$8.85K -70 -7%
CYG
821
Clean Yield Group
Vermont
$105K – – –
PWA
822
Provenance Wealth Advisors
Florida
$104K – – –
SIM
823
Sentry Investment Management
Wisconsin
$104K -$18.3K -145 -14%
CCA
824
Catalyst Capital Advisors
New York
$94.9K +$60.6K +479 +141%
SN
825
Sittner & Nelson
Oregon
$92.8K – – –