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Name Holding Trade Value Shares
Change
Change in
Stake
PMG
751
ProVise Management Group
Florida
$260K -$158K -561 -37%
WIM
752
Westside Investment Management
California
$259K +$40.7K +144 +7%
WANY
753
Wealthspire Advisors (New York)
New York
$259K +$264K +934 New
ECM
754
Evergreen Capital Management
Washington
$258K +$22.3K +79 +9%
CC
755
Cipher Capital
New York
$257K +$262K +928 New
DWM
756
Defined Wealth Management
Oregon
$256K -$56.5K -200 -18%
OPCM
757
Osborne Partners Capital Management
California
$256K
IFWM
758
Institute for Wealth Management
Colorado
$256K -$18.9K -67 -7%
AAS
759
Avantax Advisory Services
Texas
$255K +$5.37K +19 +2%
APW
760
Acima Private Wealth
Virginia
$254K
NFP
761
Narus Financial Partners
Utah
$253K -$5.65K -20 -2%
WP
762
WealthSource Partners
California
$252K +$25.7K +91 +11%
SWA
763
Stratos Wealth Advisors
Ohio
$251K +$256K +908 New
QT
764
Quantbot Technologies
New York
$251K -$656K -2,323 -72%
GC
765
Gratus Capital
Georgia
$251K -$36.7K -130 -13%
NB
766
NBT Bank
New York
$250K
TH
767
TCTC Holdings
Texas
$249K -$141K -500 -36%
SCP
768
Sender Company & Partners
New York
$249K -$1.7K -6 -0.7%
MC
769
Machina Capital
France
$249K +$254K +900 New
CCG
770
Cypress Capital Group
Florida
$249K +$254K +899 New
CLOS
771
Compagnie Lombard Odier SCmA
Switzerland
$248K +$145K +512 +133%
WA
772
Waddell & Associates
Tennessee
$247K +$1.7K +6 +0.7%
FFA
773
Founders Financial Alliance
North Carolina
$245K -$20.3K -72 -8%
CA
774
Cetera Advisors
Colorado
$245K +$250K +885 New
IAIM
775
International Assets Investment Management
Florida
$245K +$250K +885 New