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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
726
Dakota Wealth Management
Florida
$456K -$12.8K -44 -3%
CRC
727
Curi RMB Capital
Illinois
$449K -$10.2K -35 -2%
WANY
728
Wealthspire Advisors (New York)
New York
$447K +$151K +517 +48%
GVAG
729
Great Valley Advisor Group
Delaware
$446K -$46.9K -161 -9%
FHA
730
Flagship Harbor Advisors
Massachusetts
$445K +$123K +422 +36%
TAM
731
Tocqueville Asset Management
New York
$442K +$9.04K +31 +2%
MPM
732
MBB Public Markets
Illinois
$442K +$458K +1,571 New
CG
733
Colony Group
Massachusetts
$442K +$458K +1,572 New
IFWM
734
Institute for Wealth Management
Colorado
$441K +$874 +3 +0.2%
SW
735
SVB Wealth
Massachusetts
$438K -$14.3K -49 -3%
PCA
736
Pallas Capital Advisors
Massachusetts
$430K -$219K -752 -29%
CA
737
Clearstead Advisors
Ohio
$430K +$438K +1,501 +5,176%
MAM
738
Magellan Asset Management
Australia
$429K +$152K +521 +52%
CCA
739
Checchi Capital Advisers
California
$425K -$8.16K -28 -2%
WA
740
Wealth Alliance
New York
$424K -$109K -375 -20%
DWM
741
Defined Wealth Management
Oregon
$424K
EN1L
742
Engine No 1 LLC
California
$423K +$92.7K +318 +27%
WMC
743
Westwood Management Corporation
Illinois
$422K
HLOC
744
H.L. Ormond & Company
North Carolina
$421K +$509K +1,746 New
SWM
745
SeaCrest Wealth Management
New York
$418K +$14K +48 +3%
GAG
746
GM Advisory Group
New York
$416K
Kayne Anderson Rudnick Investment Management
747
Kayne Anderson Rudnick Investment Management
California
$413K
BPWM
748
Badgley Phelps Wealth Managers
Washington
$412K -$9.74M -33,408 -96%
GL
749
Graypoint LLC
New York
$409K +$175K +602 +71%
OL
750
Optas LLC
Texas
$408K +$2.62K +9 +0.6%