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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
501
Altium Wealth Management
New York
$375K +$1.81K +10 +0.5%
FB
502
Fulton Bank
Pennsylvania
$369K -$6.34K -35 -2%
CGL
503
Clarius Group LLC
Washington
$369K +$19.4K +107 +6%
FMLI
504
Fukoku Mutual Life Insurance
Japan
$367K
CWM
505
Circle Wealth Management
New Jersey
$367K +$345K +1,904 New
DWA
506
Dorsey Wright & Associates
California
$361K +$32.4K +179 +11%
BBNA
507
Bremer Bank National Association
Minnesota
$359K -$34.8K -192 -9%
AI
508
Atria Investments
North Carolina
$357K +$341K +1,882 New
CG
509
Colony Group
Massachusetts
$356K -$22.5K -124 -6%
CAM
510
Cresset Asset Management
Illinois
$353K -$19.2K -106 -5%
FHA
511
First Horizon Advisors
Tennessee
$353K
VCM
512
Vigilant Capital Management
Maine
$353K
JIC
513
Joel Isaacson & Co
New York
$350K -$50K -276 -13%
FT
514
Fiduciary Trust
Massachusetts
$348K
CIA
515
Capital Investment Advisors
Georgia
$342K +$21.2K +117 +7%
OC
516
Oppenheimer & Co
New York
$342K +$321K +1,774 New
QCG
517
Quadrant Capital Group
Ohio
$341K
GFP
518
Gryphon Financial Partners
Ohio
$336K +$316K +1,743 New
AWM
519
AE Wealth Management
Kansas
$334K +$314K +1,731 New
SVWAG
520
Sound View Wealth Advisors Group
Georgia
$331K +$311K +1,715 New
S
521
SimplyRich
California
$330K +$310K +1,711 New
RC
522
RegentAtlantic Capital
New Jersey
$330K +$310K +1,712 New
FCI
523
Financial Counselors Inc
Kansas
$328K +$21.4K +118 +7%
NL
524
NWAM LLC
Washington
$326K
AAMA
525
Advanced Asset Management Advisors
Ohio
$323K +$725 +4 +0.2%