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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Apollon Wealth Management
South Carolina
$518K -$5.43K -66 -1%
MC
302
Montag & Caldwell
Georgia
$502K +$535K +6,513 New
PP
303
PDT Partners
New York
$501K +$534K +6,490 New
WWP
304
WR Wealth Planners
Missouri
$498K +$120K +1,457 +29%
PAM
305
Panagora Asset Management
Massachusetts
$497K +$531K +6,455 New
ATC
306
Argent Trust Co
Tennessee
$490K -$4.52K -55 -0.9%
PI
307
Putnam Investments
Massachusetts
$484K +$517K +6,286 New
State Street
308
State Street
Massachusetts
$472K
HW
309
Hancock Whitney
Mississippi
$461K +$19.8K +241 +4%
CA
310
Clearstead Advisors
Ohio
$455K +$243K +2,950 +100%
PAG
311
Private Advisor Group
New Jersey
$449K +$28.1K +342 +6%
WA
312
WealthTrust Axiom
Pennsylvania
$439K -$33.4K -406 -7%
AIA
313
Angeles Investment Advisors
California
$438K +$467K +5,686 New
PBT
314
Pictet Bank & Trust
Bahamas
$427K
BBA
315
Baader Bank Aktiengesellschaft
Germany
$420K +$487K +5,920 New
Toronto Dominion Bank
316
Toronto Dominion Bank
Ontario, Canada
$418K +$446K +5,422 New
GRP
317
Global Retirement Partners
California
$414K +$16.1K +196 +4%
SB
318
Simmons Bank
Arkansas
$403K +$23.5K +286 +6%
ARMT
319
Amica Retiree Medical Trust
Rhode Island
$403K
BTWM
320
Baker Tilly Wealth Management
Wisconsin
$399K -$758K -9,220 -64%
Wealth Enhancement Advisory Services
321
Wealth Enhancement Advisory Services
Minnesota
$399K +$425K +5,171 New
BCIM
322
British Columbia Investment Management
British Columbia, Canada
$394K +$5.18K +63 +1%
PWG
323
Portside Wealth Group
Utah
$393K +$11.4K +139 +3%
NFGCM
324
Norman Fields Gottscho Capital Management
New York
$390K
S
325
SimplyRich
California
$388K +$740 +9 +0.2%