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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
651
Portside Wealth Group
Utah
$283K +$51.7K +233 +23%
FTWA
652
Fifth Third Wealth Advisors
Ohio
$277K +$4K +18 +1%
TPW
653
Transatlantique Private Wealth
New York
$277K -$468K -2,110 -63%
ACP
654
Aviance Capital Partners
Florida
$275K
BTW
655
Boston Trust Walden
Massachusetts
$274K
HCM
656
Hengehold Capital Management
Ohio
$270K +$44.2K +199 +20%
PP
657
PDS Planning
Ohio
$268K +$10.9K +49 +4%
IC
658
Iconiq Capital
California
$266K +$261K +1,176 New
OR
659
Olympiad Research
Connecticut
$266K +$261K +1,174 New
PCM
660
Prelude Capital Management
New York
$266K +$261K +1,174 New
BAAM
661
Baker Avenue Asset Management
California
$265K +$9.99K +45 +4%
VAG
662
VisionPoint Advisory Group
Texas
$265K +$53.3K +240 +26%
BFO
663
Biltmore Family Office
North Carolina
$265K +$1.11K +5 +0.4%
HI
664
Harbour Investments
Wisconsin
$264K -$51.9K -234 -17%
IFS
665
Ifrah Financial Services
Arkansas
$264K +$2.89K +13 +1%
V
666
VeraBank
Texas
$263K
BWP
667
Balboa Wealth Partners
Arizona
$262K
BSAM
668
Blue Square Asset Management
New York
$260K
DAS
669
Diversify Advisory Services
Utah
$260K +$444 +2 +0.2%
TIAA Trust, National Association
670
TIAA Trust, National Association
North Carolina
$255K -$23.5K -106 -9%
KFC
671
Klingenstein Fields & Co
New York
$255K
NFG
672
Nadler Financial Group
Illinois
$254K +$666 +3 +0.3%
PTP
673
Platform Technology Partners
New York
$248K
NWAG
674
Net Worth Advisory Group
Utah
$247K +$242K +1,089 New
HCMT
675
Highland Capital Management (Tennessee)
Tennessee
$246K