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Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
726
Allworth Financial
California
$269K +$240K +892 +1,749%
SWP
727
Strategic Wealth Partners
Ohio
$265K +$2.69K +10 +1%
Summit Trail Advisors
728
Summit Trail Advisors
New York
$264K +$248K +925 New
SWM
729
SeaCrest Wealth Management
New York
$263K -$1.88K -7 -0.8%
PTB
730
Pioneer Trust Bank
Oregon
$263K – – –
RHBC
731
R.H. Bluestein & Co
Michigan
$262K – – –
EP
732
Edgestream Partners
New Jersey
$261K -$31.4K -117 -11%
Dakota Wealth Management
733
Dakota Wealth Management
Florida
$261K +$246K +914 New
OMIC
734
Old Mission Investment Co
Michigan
$259K -$3.22K -12 -1%
WWM
735
Windsor Wealth Management
Indiana
$258K +$12.4K +46 +5%
LJAC
736
L.J. Altfest & Co
New York
$257K -$116K -433 -32%
HTHT
737
Hemenway Trust Hemenway Trust
New Hampshire
$257K – – –
KFP
738
KB Financial Partners
New Jersey
$257K +$22K +82 +10%
Ontario Teachers' Pension Plan Board
739
Ontario Teachers' Pension Plan Board
Ontario, Canada
$256K -$177K -660 -42%
FEM
740
Fulcrum Equity Management
Texas
$254K +$239K +888 New
Oppenheimer & Co
741
Oppenheimer & Co
New York
$252K +$12.1K +45 +5%
SIA
742
SkyView Investment Advisors
New Jersey
$249K +$232K +864 +14,400%
SignatureFD
743
SignatureFD
Georgia
$247K +$54.5K +203 +31%
Atlantic Union Bankshares
744
Atlantic Union Bankshares
Virginia
$246K – – –
KBFS
745
Kohmann Bosshard Financial Services
Ohio
$245K – – –
Venture Visionary Partners
746
Venture Visionary Partners
Ohio
$245K +$1.61K +6 +0.7%
CFFP
747
Center for Financial Planning
Michigan
$244K – – –
Welch & Forbes
748
Welch & Forbes
Massachusetts
$243K -$40.3K -150 -15%
FHA
749
Flagship Harbor Advisors
Massachusetts
$239K – – –
Sigma Planning Corp
750
Sigma Planning Corp
Michigan
$239K +$224K +834 New