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Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
401
Parkside Financial Bank & Trust
Missouri
$280K -$75.9K -1,485 -22%
RIG
402
Roosevelt Investment Group
New York
$275K +$270K +5,286 New
CWP
403
Curated Wealth Partners
California
$271K -$105K -2,063 -28%
T. Rowe Price Associates
404
T. Rowe Price Associates
Maryland
$271K -$204 -4 -0.1%
LRWA
405
Long Run Wealth Advisors
New York
$271K +$265K +5,193 New
AGP
406
Autumn Glory Partners
Texas
$270K +$265K +5,185 New
MIM
407
Manitou Investment Management
Ontario, Canada
$267K +$23K +450 +10%
GI
408
GAMCO Investors
Connecticut
$263K +$38.9K +760 +18%
ONST
409
Old North State Trust
North Carolina
$262K +$105K +2,051 +69%
VFA
410
Valeo Financial Advisors
Indiana
$255K +$251K +4,901 New
BNP Paribas Financial Markets
411
BNP Paribas Financial Markets
France
$255K
OWP
412
Obermeyer Wealth Partners
Colorado
$253K +$12.9K +253 +5%
SWA
413
SFMG Wealth Advisors
Texas
$253K +$249K +4,864 New
BCP
414
Berkeley Capital Partners
Georgia
$246K +$242K +4,731 New
WS
415
Wedbush Securities
California
$245K -$17.5K -343 -7%
Credit Agricole
416
Credit Agricole
France
$245K
LFA
417
Legacy Financial Advisors
Kentucky
$245K +$21.2K +415 +10%
SIC
418
Sterling Investment Counsel
New York
$243K +$238K +4,660 New
JWM
419
Jeppson Wealth Management
California
$242K
CIAS
420
Capital Investment Advisory Services
North Carolina
$242K +$3.32K +65 +1%
C
421
Certuity
Florida
$239K -$15.7K -308 -6%
BC
422
Burney Company
Virginia
$239K
BBNA
423
Bremer Bank National Association
Minnesota
$238K +$1.74K +34 +0.8%
CCA
424
Checchi Capital Advisers
California
$238K +$20.4K +399 +10%
GAM
425
Griffin Asset Management
New York
$234K +$230K +4,498 New