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Name Holding Trade Value Shares
Change
Change in
Stake
RG
401
Rathbones Group
United Kingdom
$257K
STA
402
Summit Trail Advisors
New York
$255K +$243K +4,566 New
SCP
403
Sivia Capital Partners
California
$250K +$11.1K +209 +5%
VWM
404
Venturi Wealth Management
Texas
$246K -$108K -2,021 -31%
FC
405
Farringdon Capital
United Kingdom
$244K +$233K +4,373 New
JWCA
406
J.W. Cole Advisors
Florida
$243K -$20.2K -380 -8%
RWP
407
RWA Wealth Partners
Massachusetts
$243K -$10.6K -200 -4%
RGC
408
Roberts, Glore & Co
Illinois
$241K
GWCM
409
Godshalk Welsh Capital Management
Pennsylvania
$240K
IIA
410
Integral Investment Advisors
California
$239K -$3.19K -60 -1%
SCA
411
Stonebridge Capital Advisors
Minnesota
$238K -$1.65K -31 -0.7%
BJL
412
Brighton Jones LLC
Washington
$238K +$227K +4,265 New
CH
413
Cromwell Holdings
Wyoming
$234K +$89.4K +1,681 +67%
AWS
414
Aspen Wealth Strategies
Colorado
$232K +$221K +4,157 New
KIA
415
Knollwood Investment Advisory
Maryland
$231K +$221K +4,150 New
Thrivent Financial for Lutherans
416
Thrivent Financial for Lutherans
Minnesota
$231K -$11.5K -217 -5%
ANTB
417
AMG National Trust Bank
Colorado
$230K +$219K +4,123 New
FPAS
418
Focus Partners Advisor Solutions
Missouri
$226K +$215K +4,044 New
WB
419
WesBanco Bank
West Virginia
$225K +$215K +4,036 New
HAG
420
HighPoint Advisor Group
Illinois
$223K +$213K +4,001 New
ABWM
421
Alpine Bank Wealth Management
Colorado
$223K
JSSH
422
J. Safra Sarasin Holding
$223K +$213K +4,000 New
EWA
423
Exencial Wealth Advisors
Oklahoma
$216K +$206K +3,873 New
AG
424
AlTi Global
New York
$211K +$201K +3,776 New
SWM
425
SeaCrest Wealth Management
New York
$209K +$199K +3,733 New