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Name Holding Trade Value Shares
Change
Change in
Stake
PP
601
Paloma Partners
Connecticut
$582K -$5.17M -21,139 -90%
AWM
602
Altium Wealth Management
New York
$578K -$12.2K -50 -2%
AIL
603
AGF Investments LLC
Ontario, Canada
$576K +$590K +2,414 New
T
604
TRUADVICE
Florida
$573K +$188K +769 +54%
SFO
605
Standard Family Office
South Dakota
$560K +$571K +2,337 +23,370%
WPW
606
Waldron Private Wealth
Pennsylvania
$556K -$244 -1 -0%
MAFM
607
Mid Atlantic Financial Management
Pennsylvania
$552K -$31K -127 -5%
PIA
608
Pinion Investment Advisors
Kansas
$546K +$30.5K +125 +6%
1WA
609
180 Wealth Advisors
Washington
$543K -$4.4K -18 -0.9%
CCA
610
Checchi Capital Advisers
California
$538K +$39.3K +161 +8%
ECM
611
Evergreen Capital Management
Washington
$531K +$18.3K +75 +3%
TA
612
Tectonic Advisors
Texas
$508K -$127K -519 -20%
CCM
613
Coldstream Capital Management
Washington
$507K -$2.93K -12 -0.6%
NDSI
614
Newman Dignan & Sheerar Inc
Rhode Island
$506K +$489 +2 +0.1%
EGM
615
Engineers Gate Manager
New York
$499K -$2.01M -8,237 -80%
OIA
616
OneDigital Investment Advisors
Kansas
$498K +$174K +711 +52%
CAL
617
Capital Analysts LLC
Pennsylvania
$497K +$1.22K +5 +0.2%
LWAM
618
Legacy Wealth Asset Management
Minnesota
$494K -$18.8K -77 -4%
TAM
619
Trust Asset Management
Texas
$494K +$52.1K +213 +11%
APC
620
Aspire Private Capital
North Carolina
$487K +$157K +641 +46%
LA
621
LVW Advisors
New York
$485K -$7.82K -32 -2%
MAM
622
Meeder Asset Management
Ohio
$482K +$49.4K +202 +11%
Federated Hermes
623
Federated Hermes
Pennsylvania
$481K -$129K -529 -21%
TIM
624
Thompson Investment Management
Wisconsin
$478K
PFM
625
Parsec Financial Management
North Carolina
$474K