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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
551
Portside Wealth Group
Utah
$5.58M +$307K +1,380 +6%
VF
552
Vest Financial
Virginia
$5.58M +$91.9K +413 +2%
PI
553
PFG Investments
New York
$5.52M -$96.1K -432 -2%
ITC
554
Inspire Trust Company
Nevada
$5.52M
VIA
555
Victrix Investment Advisors
Florida
$5.51M +$325K +1,461 +6%
FAT
556
First American Trust
California
$5.5M -$26.7K -120 -0.5%
SIM
557
Stratos Investment Management
Ohio
$5.49M +$737K +3,314 +15%
KWA
558
Kingswood Wealth Advisors
California
$5.48M -$11.1K -50 -0.2%
KWM
559
Kingsview Wealth Management
Oregon
$5.47M +$678K +3,048 +14%
NMIMC
560
Northwestern Mutual Investment Management Company
Wisconsin
$5.47M +$32.5K +146 +0.6%
RIL
561
Rothschild Investment LLC
Illinois
$5.43M +$689K +3,095 +14%
MC
562
Moors & Cabot
Massachusetts
$5.39M -$2.67K -12 -0%
SCA
563
Snowden Capital Advisors
New York
$5.36M +$272K +1,223 +5%
CF
564
Centaurus Financial
California
$5.33M -$93.7K -421 -2%
KM
565
KP Management
Minnesota
$5.3M
BFG
566
Bleakley Financial Group
New Jersey
$5.28M +$1.38M +6,213 +34%
O
567
Ossiam
France
$5.25M +$5.4M +24,274 New
BZWA
568
Blue Zone Wealth Advisors
California
$5.25M -$244K -1,096 -4%
ACM
569
Aquatic Capital Management
Illinois
$5.24M +$5.38M +24,203 New
LSPW
570
Lake Street Private Wealth
Illinois
$5.2M +$238K +1,071 +5%
Bank Julius Baer & Co
571
Bank Julius Baer & Co
Switzerland
$5.17M -$4.45K -20 -0.1%
JPWM
572
Jamison Private Wealth Management
Georgia
$5.17M +$194K +872 +4%
CCMG
573
Clark Capital Management Group
Pennsylvania
$5.16M -$375K -1,687 -7%
AFG
574
Atomi Financial Group
New York
$5.16M -$27.1K -122 -0.5%
MSA
575
MUFG Securities Americas
New York
$5.14M +$448K +2,012 +9%