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Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
626
Edmond de Rothschild Holding
Switzerland
$78.5K – – –
CIBC Private Wealth Group
627
CIBC Private Wealth Group
Georgia
$76.4K +$23.1K +275 +45%
BTI
628
Blue Trust Inc
Georgia
$74.6K +$505 +6 +0.7%
CA
629
CoreCap Advisors
Michigan
$73.8K +$18.9K +224 +35%
FRA
630
Front Row Advisors
California
$64.8K – – –
SBFM
631
S-Bank Fund Management
Finland
$61.5K -$1.68K -20 -3%
TCM
632
Triumph Capital Management
Colorado
$61.4K +$59.8K +711 New
HPC
633
HM Payson & Co
Maine
$59.9K +$505 +6 +0.9%
MCM
634
MAI Capital Management
Ohio
$59.1K +$8.92K +106 +18%
UB
635
UMB Bank
Missouri
$56.6K +$52K +618 +1,626%
RFG
636
REAP Financial Group
Texas
$56.5K +$5.22K +62 +10%
BWM
637
Bullock Wealth Management
Indiana
$56.3K – – –
CFB
638
Cullen/Frost Bankers
Texas
$51.5K +$6.48K +77 +15%
QC
639
Quent Capital
New York
$51.2K +$15.2K +180 +44%
FHA
640
Flagship Harbor Advisors
Massachusetts
$50.3K -$201K -2,389 -80%
RFP
641
Root Financial Partners
California
$46.8K +$11.4K +136 +33%
Bank Julius Baer & Co
642
Bank Julius Baer & Co
Switzerland
$46.6K -$173K -2,051 -79%
CI
643
CAZ Investments
Texas
$43.1K – – –
AWM
644
Activest Wealth Management
Florida
$41.9K +$40K +475 +4,318%
FP
645
Financial Perspectives
Minnesota
$41.1K – – –
SMFG
646
Sumitomo Mitsui Financial Group
Japan
$40.4K -$18.2K -216 -32%
TFIPS
647
Towarzystwo Funduszy Inwestycyjnych PZU SA
$38K +$16.8K +200 +83%
CLOS
648
Compagnie Lombard Odier SCmA
Switzerland
$34.5K – – –
W
649
WealthCollab
Washington
$34K – – –
SIS
650
Sound Income Strategies
Florida
$33.3K +$16.8K +200 +95%