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Name Holding Trade Value Shares
Change
Change in
Stake
DWT
401
Dorsey & Whitney Trust
South Dakota
$631K +$74.1K +494 +11%
CG
402
Colony Group
Massachusetts
$628K -$197K -1,310 -21%
AOWM
403
Alpha Omega Wealth Management
Virginia
$623K -$69.6K -464 -9%
TA
404
Tiedemann Advisors
New York
$615K
COF
405
Capital One Financial
Virginia
$605K +$714K +4,760 New
BAM
406
Burgundy Asset Management
Ontario, Canada
$602K
LA
407
LVW Advisors
New York
$596K -$33.3K -222 -5%
NA
408
NewEdge Advisors
Louisiana
$595K +$28.7K +191 +4%
WA
409
Wealth Alliance
New York
$591K +$697K +4,648 New
HC
410
Henshaw Capital
Massachusetts
$591K +$394K +2,628 +130%
LKIM
411
Lawson Kroeker Investment Management
Nebraska
$589K -$18.8K -125 -3%
Susquehanna International Group
412
Susquehanna International Group
Pennsylvania
$588K +$694K +4,626 New
CCM
413
Covington Capital Management
California
$585K -$263K -1,750 -28%
WS
414
Wedbush Securities
California
$578K -$197K -1,312 -22%
WANY
415
Wealthspire Advisors (New York)
New York
$577K +$681K +4,539 New
SBL
416
Sargent Bickham Lagudis
Colorado
$576K +$499K +3,325 +276%
GC
417
Grimes & Company
Massachusetts
$574K -$4.95K -33 -0.7%
FG
418
Fiduciary Group
Georgia
$573K
VFA
419
Valeo Financial Advisors
Indiana
$573K +$206K +1,375 +47%
PVWM
420
Point View Wealth Management
New Jersey
$570K -$9.15K -61 -1%
NFGCM
421
Norman Fields Gottscho Capital Management
New York
$566K -$15K -100 -2%
Mercer Global Advisors
422
Mercer Global Advisors
Colorado
$556K -$386K -2,572 -37%
CCG
423
Cypress Capital Group
Florida
$551K +$34.5K +230 +6%
EP
424
Eudaimonia Partners
Tennessee
$548K +$3.45K +23 +0.5%
LBD
425
Landsberg Bennett & Dubbaneh
Florida
$543K -$2.58M -17,187 -80%