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Name Holding Trade Value Shares
Change
Change in
Stake
CC
601
Courier Capital
New York
$429K +$7.21K +50 +2%
BIM
602
Bridges Investment Management
Nebraska
$427K
BIA
603
Benchmark Investment Advisors
Illinois
$424K -$57.7K -400 -11%
MAWCM
604
Mine & Arao Wealth Creation & Management
California
$424K +$16.7K +116 +4%
PCA
605
Pallas Capital Advisors
Massachusetts
$423K +$10.7K +74 +2%
SW
606
SVB Wealth
Massachusetts
$423K +$119K +823 +33%
IAN
607
Integrated Advisors Network
Texas
$422K -$3.63M -25,147 -88%
CIBC Private Wealth Group
608
CIBC Private Wealth Group
Georgia
$422K
AIS
609
AM Investment Strategies
Tennessee
$421K +$144 +1 +0%
LFA
610
Legacy Financial Advisors
Kentucky
$420K +$26K +180 +6%
CFAM
611
Center For Asset Management
Florida
$420K +$77.3K +536 +20%
APP
612
Alpha Paradigm Partners
Illinois
$419K -$76.8K -532 -14%
WHC
613
Wulff, Hansen & Co
California
$418K
JSW
614
Journey Strategic Wealth
New Jersey
$417K +$27.7K +192 +6%
IWC
615
Integrated Wealth Concepts
Massachusetts
$413K -$866 -6 -0.2%
WA
616
WP Advisors
California
$411K -$34.9K -242 -7%
BIA
617
Bigelow Investment Advisors
Maine
$409K -$18.9K -131 -4%
UAS
618
United Asset Strategies
New York
$408K +$47.9K +332 +12%
IWA
619
IVC Wealth Advisors
Pennsylvania
$407K +$15.9K +110 +4%
WI
620
WrapManager Inc
California
$402K +$25.1K +174 +6%
PP
621
Prudential plc
United Kingdom
$402K +$44.6K +309 +11%
JIP
622
Jaffetilchin Investment Partners
Florida
$399K -$51.2K -355 -10%
CT
623
Chicago Trust
Illinois
$398K -$40.8K -283 -8%
TH
624
TCTC Holdings
Texas
$398K
HW
625
Hancock Whitney
Mississippi
$395K -$163K -1,127 -27%