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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
776
Sutton Wealth Advisors
Florida
$204K
FCI
777
Financial Counselors Inc
Kansas
$203K +$195K +1,388 New
PWLP
778
Prio Wealth Limited Partnership
Massachusetts
$202K -$93.6K -665 -32%
WAM
779
Wealthspire Advisors (Maryland)
Maryland
$201K -$69.1K -491 -26%
IUHSA
780
Itau Unibanco Holding S.A.
Brazil
$190K -$77.7K -552 -30%
AssetMark Inc
781
AssetMark Inc
California
$188K -$21K -149 -10%
MCM
782
Manchester Capital Management
Vermont
$187K
AA
783
Ancora Advisors
Ohio
$186K +$180K +1,275 New
BBHC
784
Brown Brothers Harriman & Co
New York
$184K +$20.1K +143 +13%
AW
785
Alpha Windward
Massachusetts
$181K +$6.33K +45 +4%
FPB
786
First PREMIER Bank
South Dakota
$178K
IFAM
787
Institutional & Family Asset Management
Colorado
$175K -$192K -1,365 -53%
CLOS
788
Compagnie Lombard Odier SCmA
Switzerland
$170K +$39.4K +280 +32%
WAP
789
Wealthcare Advisory Partners
Pennsylvania
$154K +$1.69K +12 +1%
PK
790
Pflug Koory
Nebraska
$154K +$128K +906 +604%
AIM
791
Advantage Investment Management
Iowa
$151K +$73.4K +521 +101%
NPP
792
New Potomac Partners
Maryland
$146K
ATC
793
Adirondack Trust Company
New York
$145K
First Manhattan
794
First Manhattan
New York
$139K
S
795
SignatureFD
Georgia
$137K -$704 -5 -0.5%
MCM
796
McKinley Capital Management
Alaska
$124K -$122K -870 -51%
DBT
797
Dubuque Bank & Trust
Iowa
$115K -$21.5K -153 -16%
FANJ
798
Financial Architects (New Jersey)
New Jersey
$115K +$23.9K +170 +28%
GRP
799
Global Retirement Partners
California
$112K -$113K -800 -51%
KPCM
800
Kings Point Capital Management
New York
$112K