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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
751
Silvercrest Asset Management
New York
$327K -$180K -600 -33%
APG
752
Abacus Planning Group
South Carolina
$327K -$106K -353 -22%
WPA
753
Winning Points Advisors
Florida
$326K – – –
PTP
754
Platform Technology Partners
New York
$325K -$20.1K -67 -5%
WANY
755
Wealthspire Advisors (New York)
New York
$324K -$675K -2,245 -65%
NGA
756
Naples Global Advisors
Florida
$324K – – –
AIA
757
Avalon Investment & Advisory
Texas
$322K -$209K -696 -37%
CSA
758
Cottage Street Advisors
Massachusetts
$321K -$90.2K -300 -20%
OPS
759
Orion Portfolio Solutions
Nebraska
$319K +$31.6K +105 +10%
CAG
760
Csenge Advisory Group
Florida
$319K +$358K +1,191 New
SCM
761
Southport Capital Management
Tennessee
$315K +$6.91K +23 +2%
CG
762
Colony Group
Massachusetts
$314K -$71.8K -239 -17%
CIG
763
Cairn Investment Group
Washington
$314K -$16.5K -55 -4%
BCM
764
Bienville Capital Management
New York
$314K +$353K +1,175 New
MTCM
765
Mint Tower Capital Management
Netherlands
$314K +$353K +1,175 New
CIA
766
Choate Investment Advisors
Massachusetts
$308K -$3.01K -10 -0.9%
SGI
767
Summit Global Investments
Utah
$308K +$88.4K +294 +34%
PTB
768
Pioneer Trust Bank
Oregon
$308K +$346K +1,150 New
HSA
769
HBK Sorce Advisory
Pennsylvania
$304K -$9.32K -31 -3%
LSAG
770
Lake Street Advisors Group
New Hampshire
$303K -$33.1K -110 -9%
HS
771
Haafor (Singapore)
Singapore
$303K +$341K +1,134 New
WWM
772
Western Wealth Management
Colorado
$299K -$902 -3 -0.3%
PHAM
773
Palisades Hudson Asset Management
Florida
$297K – – –
HIIFS
774
Harel Insurance Investments & Financial Services
Israel
$297K +$4.81K +16 +1%
IP
775
Investment Partners
Ohio
$294K – – –