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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
526
Prospera Financial Services
Texas
$3.16M -$32.4K -198 -1%
HG
527
Herbst Group
Connecticut
$3.15M +$45K +275 +2%
NB
528
NBT Bank
New York
$3.15M -$31.9K -195 -1%
LNC
529
Lincoln National Corp
Pennsylvania
$3.13M -$16.7K -102 -0.6%
IFWM
530
Institute for Wealth Management
Colorado
$3.13M +$154K +939 +6%
MAM
531
Mystic Asset Management
Rhode Island
$3.12M +$203K +1,242 +8%
BZWA
532
Blue Zone Wealth Advisors
California
$3.12M +$47.8K +292 +2%
WAP
533
Wealthcare Advisory Partners
Pennsylvania
$3.09M +$56.9K +348 +2%
RFM
534
Royal Fund Management
Florida
$3.08M +$46.6K +285 +2%
SAM
535
Silvercrest Asset Management
New York
$3.07M +$1.81M +11,055 +219%
CPIG
536
Chicago Partners Investment Group
Illinois
$3.06M +$67.4K +412 +3%
SDIC
537
South Dakota Investment Council
South Dakota
$3.06M – – –
CCM
538
Cinctive Capital Management
New York
$3.03M +$240K +1,465 +10%
DA
539
DCM Advisors
New York
$3.03M +$807K +4,933 +45%
CAL
540
Capital Analysts LLC
Pennsylvania
$3.03M +$35.2K +215 +1%
LS
541
Leelyn Smith
Illinois
$3.01M +$355K +2,169 +16%
GRP
542
Global Retirement Partners
California
$3M +$410K +2,507 +19%
NCM
543
Narwhal Capital Management
Georgia
$2.99M +$11.3K +69 +0.4%
QPWM
544
Quadrant Private Wealth Management
Pennsylvania
$2.98M +$2.56M +15,663 New
PWW
545
Pettyjohn Wood & White
Virginia
$2.97M +$50.9K +311 +2%
SA
546
SAM Advisors
California
$2.94M -$68.9K -421 -3%
BFG
547
Bleakley Financial Group
New Jersey
$2.94M +$2.53M +15,442 New
SSB
548
Sandy Spring Bank
Maryland
$2.93M -$387K -2,368 -13%
V
549
Veritable
Delaware
$2.91M -$50.5K -309 -2%
SWM
550
Spire Wealth Management
Virginia
$2.91M +$237K +1,446 +10%
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