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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
$778K +$344K +439 +70%
RWM
252
Ritholtz Wealth Management
New York
$749K +$117K +149 +17%
VFA
253
Valeo Financial Advisors
Indiana
$748K -$272K -347 -25%
YCM
254
Yousif Capital Management
Michigan
$732K
SC
255
Syon Capital
California
$713K +$4.7K +6 +0.6%
Janney Montgomery Scott
256
Janney Montgomery Scott
Pennsylvania
$707K -$184K -235 -20%
AAM
257
Advisors Asset Management
Colorado
$700K -$29K -37 -4%
MAM
258
Morse Asset Management
Connecticut
$700K +$233K +298 +45%
CPBTD
259
Central Pacific Bank - Trust Division
Hawaii
$696K
IB
260
Intrust Bank
Kansas
$689K +$54.8K +70 +8%
Rockefeller Capital Management
261
Rockefeller Capital Management
New York
$684K +$75.1K +96 +11%
DC
262
Davenport & Co
Virginia
$683K -$249K -318 -25%
CBT
263
Crews Bank & Trust
Florida
$683K
OAM
264
Oppenheimer Asset Management
New York
$651K -$1.05M -1,338 -60%
MG
265
Marex Group
$627K +$201K +257 +43%
NW
266
NewEdge Wealth
Pennsylvania
$601K -$230K -294 -26%
AWA
267
Aaron Wealth Advisors
Illinois
$597K +$113K +145 +22%
NW
268
Naviter Wealth
Arkansas
$584K +$82.9K +106 +15%
IWC
269
Integrated Wealth Concepts
Massachusetts
$563K +$603K +771 New
WG
270
Winton Group
United Kingdom
$555K +$595K +760 New
STA
271
Summit Trail Advisors
New York
$537K +$576K +736 New
SWM
272
StoneCrest Wealth Management
Arizona
$533K
VT
273
Vise Technologies
New York
$522K
Osaic Holdings
274
Osaic Holdings
Arizona
$519K +$51.6K +66 +10%
TCM
275
Tandem Capital Management
New Jersey
$508K -$47K -60 -8%