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Name Holding Trade Value Shares
Change
Change in
Stake
SW
876
SlateStone Wealth
Florida
$417K +$393K +4,551 New
Cerity Partners
877
Cerity Partners
New York
$414K +$9.15K +106 +2%
FMT
878
First Mercantile Trust
Tennessee
$413K -$67K -776 -15%
PPW
879
Pasadena Private Wealth
California
$411K -$10.4K -120 -3%
AF
880
Advisornet Financial
Minnesota
$410K +$5.7K +66 +1%
KPW
881
Kore Private Wealth
New York
$407K +$63.5K +736 +20%
QC
882
QCM Cayman
Texas
$407K +$140K +1,624 +58%
AC
883
Avestar Capital
New York
$407K +$166K +1,928 +77%
EWA
884
Evolution Wealth Advisors
Florida
$406K +$7.51K +87 +2%
MAM
885
Martingale Asset Management
Massachusetts
$405K -$34.9K -405 -8%
PAS
886
Park Avenue Securities
New York
$403K +$72.3K +838 +24%
GBT
887
Grove Bank & Trust
Florida
$401K +$28.5K +330 +8%
UAS
888
United Asset Strategies
New York
$400K
VC
889
Veracity Capital
Georgia
$397K +$99.6K +1,154 +36%
AFC
890
AFT Forsyth & Company
Florida
$397K +$374K +4,330 New
BWP
891
Baldwin Wealth Partners
Massachusetts
$394K
DC
892
DeDora Capital
California
$394K +$25K +290 +7%
BPA
893
Beacon Pointe Advisors
California
$393K +$68.2K +790 +23%
T
894
TOBAM
France
$390K +$21.7K +252 +6%
PWM
895
Perigon Wealth Management
California
$389K -$96.1K -1,114 -21%
CCT
896
Country Club Trust
Missouri
$389K
OWA
897
Octavia Wealth Advisors
Ohio
$389K +$366K +4,243 New
MF
898
Manchester Financial
California
$387K +$4.32K +50 +1%
MOS
899
MGO One Seven
Ohio
$386K -$60.3K -699 -14%
GAM
900
Gotham Asset Management
New York
$385K -$1.04M -12,036 -74%