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Name Holding Trade Value Shares
Change
Change in
Stake
PTP
751
Platform Technology Partners
New York
$325K -$20.1K -67 -5%
WANY
752
Wealthspire Advisors (New York)
New York
$324K -$675K -2,245 -65%
NGA
753
Naples Global Advisors
Florida
$324K
AIA
754
Avalon Investment & Advisory
Texas
$322K -$209K -696 -37%
CSA
755
Cottage Street Advisors
Massachusetts
$321K -$90.2K -300 -20%
OPS
756
Orion Portfolio Solutions
Nebraska
$319K +$31.6K +105 +10%
CAG
757
Csenge Advisory Group
Florida
$319K +$358K +1,191 New
SCM
758
Southport Capital Management
Tennessee
$315K +$6.91K +23 +2%
CG
759
Colony Group
Massachusetts
$314K -$71.8K -239 -17%
CIG
760
Cairn Investment Group
Washington
$314K -$16.5K -55 -4%
BCM
761
Bienville Capital Management
New York
$314K +$353K +1,175 New
MTCM
762
Mint Tower Capital Management
Netherlands
$314K +$353K +1,175 New
CIA
763
Choate Investment Advisors
Massachusetts
$308K -$3.01K -10 -0.9%
SGI
764
Summit Global Investments
Utah
$308K +$88.4K +294 +34%
PTB
765
Pioneer Trust Bank
Oregon
$308K +$346K +1,150 New
HSA
766
HBK Sorce Advisory
Pennsylvania
$304K -$9.32K -31 -3%
LSAG
767
Lake Street Advisors Group
New Hampshire
$303K -$33.1K -110 -9%
HS
768
Haafor (Singapore)
Singapore
$303K +$341K +1,134 New
WWM
769
Western Wealth Management
Colorado
$299K -$902 -3 -0.3%
PHAM
770
Palisades Hudson Asset Management
Florida
$297K
HIIFS
771
Harel Insurance Investments & Financial Services
Israel
$297K +$4.81K +16 +1%
IP
772
Investment Partners
Ohio
$294K
NED
773
Nancy E. Dempze
$294K
FBT
774
First Bank & Trust
South Dakota
$293K -$2.1K -7 -0.6%
FCI
775
Financial Counselors Inc
Kansas
$288K +$21.6K +72 +7%