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Name Holding Trade Value Shares
Change
Change in
Stake
EFS
301
Essex Financial Services
Connecticut
$244K -$1.26K -50 -0.4%
CAAS
302
Capital Asset Advisory Services
Michigan
$244K +$293K +11,597 New
MC
303
Moors & Cabot
Massachusetts
$239K +$5.05K +200 +2%
Mariner
304
Mariner
Kansas
$239K +$14.3K +566 +5%
BCV
305
Banque Cantonale Vaudoise
Switzerland
$236K -$193K -7,651 -40%
HJIM
306
Henry James International Management
New York
$231K +$277K +10,992 New
CWM
307
Circle Wealth Management
New Jersey
$221K
TIM
308
Thompson Investment Management
Wisconsin
$218K -$25.5K -1,010 -9%
HCA
309
Harbour Capital Advisors
Virginia
$216K +$259K +10,275 New
SI
310
Stephens Inc
Arkansas
$212K +$25.4K +1,006 +11%
Vontobel Holding
311
Vontobel Holding
Switzerland
$212K +$245K +9,725 New
LCC
312
Lincoln Capital Corp
Rhode Island
$210K
SW
313
SteelPeak Wealth
California
$210K +$252K +10,000 New
Principal Financial Group
314
Principal Financial Group
Iowa
$208K -$11.8K -467 -5%
PFO
315
Pathstone Family Office
New Jersey
$208K -$6.11K -242 -2%
AP
316
Advisor Partners
California
$205K +$31.4K +1,245 +15%
CC
317
Courier Capital
New York
$203K
Vanguard Personalized Indexing Management
318
Vanguard Personalized Indexing Management
California
$202K +$242K +9,593 New
US Bancorp
319
US Bancorp
Minnesota
$199K -$1.46K -58 -0.6%
TWM
320
Tradition Wealth Management
Minnesota
$187K
HNB
321
Huntington National Bank
Ohio
$179K -$4.54K -180 -2%
LFG
322
Larson Financial Group
Missouri
$153K +$161K +6,384 +703%
SWM
323
Spire Wealth Management
Virginia
$139K -$11.7K -464 -7%
Northwestern Mutual Wealth Management
324
Northwestern Mutual Wealth Management
Wisconsin
$123K -$2.35M -93,334 -94%
HI
325
Harbour Investments
Wisconsin
$118K +$142K +5,618 New