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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
601
International Assets Investment Management
Florida
$368K -$30.9K -132 -7%
AWS
602
Atria Wealth Solutions
New York
$364K -$196K -836 -33%
IAS
603
Insigneo Advisory Services
Florida
$362K +$92K +393 +31%
BP
604
Ballentine Partners
Massachusetts
$359K +$4.22K +18 +1%
WWM
605
Western Wealth Management
Colorado
$359K +$31.9K +136 +9%
IAN
606
Integrated Advisors Network
Texas
$359K +$202K +864 +108%
VCA
607
Verdence Capital Advisors
Maryland
$359K -$2.11K -9 -0.5%
JCM
608
Jacobi Capital Management
Pennsylvania
$359K +$12.9K +55 +3%
TAM
609
Trust Asset Management
Texas
$358K
ALAM
610
Asahi Life Asset Management
Japan
$358K +$389K +1,660 New
TCM
611
Teza Capital Management
Illinois
$357K +$387K +1,654 New
RIA
612
Regal Investment Advisors
Michigan
$356K
WSCM
613
Wellington Shields Capital Management
New York
$356K
FNBT
614
FineMark National Bank & Trust
Florida
$356K +$126K +540 +49%
EP
615
Edgestream Partners
New Jersey
$356K +$386K +1,650 New
HWM
616
HB Wealth Management
Georgia
$355K +$55.5K +237 +17%
A
617
Allianz
Germany
$351K +$382K +1,630 New
IDBONY
618
Israel Discount Bank of New York
New York
$350K -$118K -503 -24%
PL
619
Plancorp LLC
Missouri
$346K -$14.8K -63 -4%
WC
620
Wynn Capital
Georgia
$343K -$39.1K -167 -9%
P
621
Pitcairn
Pennsylvania
$343K -$14.3K -61 -4%
CIA
622
Choate Investment Advisors
Massachusetts
$341K -$19.4K -83 -5%
GCP
623
Garda Capital Partners
Minnesota
$340K -$42.6K -182 -10%
DC
624
Davenport & Co
Virginia
$338K +$65.6K +280 +22%
KWA
625
Kingswood Wealth Advisors
California
$336K +$365K +1,559 New