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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
951
Lake Street Advisors Group
New Hampshire
$908K +$21.6K +88 +3%
GWA
952
Gratus Wealth Advisors
Virginia
$907K
CWM
953
Connecticut Wealth Management
Connecticut
$907K -$14.3K -58 -2%
CIM
954
CIM Investment Management
Pennsylvania
$907K
PWP
955
Principle Wealth Partners
Connecticut
$904K +$103K +417 +14%
SAM
956
Smartleaf Asset Management
Massachusetts
$894K +$139K +566 +20%
HCM
957
Highlander Capital Management
New Jersey
$888K
ST
958
Spinnaker Trust
Maine
$881K +$9.34K +38 +1%
NIM
959
Northeast Investment Management
Massachusetts
$879K -$31.5K -128 -4%
GWM
960
GSB Wealth Management
Connecticut
$879K +$2.21K +9 +0.3%
ATIA
961
American Trust Investment Advisors
New Hampshire
$877K
WA
962
Wealth Alliance
New York
$872K -$21.6K -88 -3%
GM
963
GeoWealth Management
Illinois
$871K +$129K +525 +19%
IAIM
964
International Assets Investment Management
Florida
$865K +$298K +1,212 +56%
CIA
965
Choate Investment Advisors
Massachusetts
$865K +$27K +110 +3%
BPC
966
Banque Pictet & Cie
Switzerland
$850K -$369K -1,500 -31%
SYBT
967
Stock Yards Bank & Trust
Kentucky
$843K
AFM
968
Abbot Financial Management
Massachusetts
$840K +$20.4K +83 +3%
Nomura Holdings
969
Nomura Holdings
Japan
$838K -$1.23M -4,993 -61%
SC
970
Syon Capital
California
$832K +$43.3K +176 +6%
RW
971
REDW Wealth
New Mexico
$831K -$213K -865 -21%
Capstone Investment Advisors
972
Capstone Investment Advisors
New York
$826K -$196K -796 -20%
SC
973
Saturna Capital
Washington
$821K
PPP
974
Private Portfolio Partners
New Jersey
$821K +$2.21K +9 +0.3%
1SB
975
1ST Source Bank
Indiana
$817K +$98.1K +399 +14%