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Name Holding Trade Value Shares
Change
Change in
Stake
GT
401
Glenview Trust
Kentucky
$239K -$16.1K -336 -6%
TI
402
Trexquant Investment
Connecticut
$238K +$246K +5,141 New
PGFC
403
Peapack-Gladstone Financial Corp
New Jersey
$237K -$11K -230 -4%
BOPW
404
Brandywine Oak Private Wealth
Pennsylvania
$237K -$2.35K -49 -0.9%
SCM
405
Stonebridge Capital Management
California
$236K -$26.3K -550 -10%
RC
406
RegentAtlantic Capital
New Jersey
$233K +$24.4K +509 +11%
T. Rowe Price Associates
407
T. Rowe Price Associates
Maryland
$232K
SVWAG
408
Sound View Wealth Advisors Group
Georgia
$231K -$2.59K -54 -1%
IWS
409
Insight Wealth Strategies
California
$230K +$238K +4,971 New
BNP Paribas Financial Markets
410
BNP Paribas Financial Markets
France
$227K
EW
411
Evoke Wealth
California
$226K +$7.13K +149 +3%
Bessemer Group
412
Bessemer Group
New Jersey
$224K -$9.48K -198 -4%
CAM
413
Cozad Asset Management
Illinois
$222K +$229K +4,790 New
IC
414
Inscription Capital
Texas
$221K +$225K +4,700 New
DAS
415
Dynamic Advisor Solutions
Arizona
$220K
LWM
416
Lenox Wealth Management
Ohio
$218K -$22.8K -477 -9%
PV
417
Private Vista
Illinois
$218K -$48 -1 -0%
TW
418
Transform Wealth
Colorado
$217K +$5.94K +124 +3%
AssetMark Inc
419
AssetMark Inc
California
$215K +$99.7K +2,082 +81%
BBNA
420
Bremer Bank National Association
Minnesota
$212K -$24.9K -521 -10%
Squarepoint
421
Squarepoint
New York
$210K +$216K +4,520 New
MFG
422
Menard Financial Group
Texas
$210K +$217K +4,532 New
OWP
423
Obermeyer Wealth Partners
Colorado
$209K
FHA
424
First Horizon Advisors
Tennessee
$206K
BRWM
425
B. Riley Wealth Management
Tennessee
$204K +$10.5K +220 +5%