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Name Holding Trade Value Shares
Change
Change in
Stake
AF
726
Allworth Financial
California
$269K +$240K +892 +1,749%
SWP
727
Strategic Wealth Partners
Ohio
$265K +$2.69K +10 +1%
STA
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%
DWM
733
Dakota Wealth Management
Florida
$261K +$246K +914 New
WWM
734
Windsor Wealth Management
Indiana
$258K +$12.4K +46 +5%
LJAC
735
L.J. Altfest & Co
New York
$257K -$116K -433 -32%
HTHT
736
Hemenway Trust Hemenway Trust
New Hampshire
$257K
KFP
737
KB Financial Partners
New Jersey
$257K +$22K +82 +10%
OTPPB
738
Ontario Teachers' Pension Plan Board
Ontario, Canada
$256K -$177K -660 -42%
FEM
739
Fulcrum Equity Management
Texas
$254K +$239K +888 New
OC
740
Oppenheimer & Co
New York
$252K +$12.1K +45 +5%
SIA
741
SkyView Investment Advisors
New Jersey
$249K +$232K +864 +14,400%
S
742
SignatureFD
Georgia
$247K +$54.5K +203 +31%
AUB
743
Atlantic Union Bankshares
Virginia
$246K
KBFS
744
Kohmann Bosshard Financial Services
Ohio
$245K
VVP
745
Venture Visionary Partners
Ohio
$245K +$1.61K +6 +0.7%
CFFP
746
Center for Financial Planning
Michigan
$244K
WF
747
Welch & Forbes
Massachusetts
$243K -$40.3K -150 -15%
FHA
748
Flagship Harbor Advisors
Massachusetts
$239K
SPC
749
Sigma Planning Corp
Michigan
$239K +$224K +834 New
6M
750
6 Meridian
Kansas
$237K -$23.1K -86 -9%