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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$306K +$307K +6,351 New
CB
252
Commerce Bank
Missouri
$304K +$7.19K +149 +2%
NFG
253
Nations Financial Group
Iowa
$300K +$24.5K +507 +9%
HighTower Advisors
254
HighTower Advisors
Illinois
$299K +$18K +372 +6%
M&T Bank
255
M&T Bank
New York
$280K -$22.7K -470 -7%
BFM
256
Boothbay Fund Management
New York
$272K +$273K +5,652 New
WAM
257
Watershed Asset Management
California
$271K -$30.1K -624 -10%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$269K -$15K -311 -5%
KWA
259
Kingswood Wealth Advisors
California
$260K +$261K +5,400 New
SCA
260
Snowden Capital Advisors
New York
$257K -$11.4K -237 -4%
PWM
261
Paulson Wealth Management
Illinois
$255K +$27.8K +575 +12%
PCMC
262
Paragon Capital Management (Colorado)
Colorado
$252K -$12.5K -258 -5%
PAS
263
Park Avenue Securities
New York
$241K +$241K +4,996 New
URS
264
Utah Retirement Systems
Utah
$236K
CIP
265
Convergence Investment Partners
Florida
$236K +$236K +4,899 New
APP
266
Avantax Planning Partners
Iowa
$235K +$12K +249 +5%
GT
267
Glenmede Trust
Pennsylvania
$233K -$14.3K -297 -6%
BC
268
Bridgefront Capital
Texas
$225K +$225K +4,668 New
XT
269
XTX Topco
Cayman Islands
$224K +$224K +4,638 New
RJT
270
Raymond James Trust
Florida
$222K +$1.01K +21 +0.5%
API
271
Advisor Partners II
California
$222K +$24.2K +502 +12%
MCM
272
MAI Capital Management
Ohio
$222K
JMPWA
273
JP Morgan Private Wealth Advisors
California
$218K +$219K +4,531 New
CCM
274
Coldstream Capital Management
Washington
$217K +$3.38K +70 +2%
ACA
275
Atlas Capital Advisors
Wyoming
$216K -$7.82K -162 -3%