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Name Holding Trade Value Shares
Change
Change in
Stake
VPI
426
Value Partners Investments
Manitoba, Canada
$208K -$28.3K -582 -11%
BPA
427
Beacon Pointe Advisors
California
$205K -$36.9K -759 -14%
FFA
428
First Foundation Advisors
California
$204K +$1.7K +35 +0.7%
SFS
429
Stiles Financial Services
Minnesota
$203K +$22.1K +454 +10%
AWS
430
Atria Wealth Solutions
New York
$202K -$12.6K -260 -5%
DS
431
DRW Securities
Illinois
$201K -$198K -4,073 -46%
GAM
432
Griffin Asset Management
New York
$201K +$1.8K +37 +0.8%
APA
433
American Portfolios Advisors
New York
$189K +$57.3K +1,179 +35%
PA
434
Parallel Advisors
California
$181K -$11.3K -233 -5%
BWL
435
Bogart Wealth LLC
Virginia
$163K -$28.5K -587 -13%
CT
436
Caldwell Trust
Florida
$158K -$7.77K -160 -4%
HDIM
437
Hanson & Doremus Investment Management
Vermont
$152K -$81.6K -1,680 -32%
BEI
438
Benjamin Edwards Inc
Missouri
$138K -$1.22K -25 -0.8%
PTC
439
Private Trust Company
Ohio
$134K -$7.82K -161 -5%
BBHC
440
Brown Brothers Harriman & Co
New York
$127K +$46.9K +965 +47%
WT
441
Whittier Trust
California
$126K
QCG
442
Quadrant Capital Group
Ohio
$120K +$3.79K +78 +3%
JWM
443
Janiczek Wealth Management
Colorado
$118K -$25.2K -519 -16%
SWM
444
Spire Wealth Management
Virginia
$118K +$7.24K +149 +6%
Bessemer Group
445
Bessemer Group
New Jersey
$117K -$34.4K -707 -20%
AF
446
Allworth Financial
California
$114K -$4.37K -90 -3%
CTC
447
Central Trust Company
Missouri
$114K
RTC
448
Riverview Trust Company
Washington
$106K
SC
449
Sawyer & Company
Massachusetts
$104K
AWM
450
Avior Wealth Management
Nebraska
$99K