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Name Holding Trade Value Shares
Change
Change in
Stake
AW
551
ACG Wealth
Georgia
$328K +$3.56K +30 +1%
SIA
552
SkyView Investment Advisors
New Jersey
$326K +$307K +2,581 New
AIM
553
Aigen Investment Management
New York
$322K +$303K +2,549 New
DC
554
Davenport & Co
Virginia
$318K +$20.5K +173 +7%
1WA
555
180 Wealth Advisors
Washington
$315K -$7.13K -60 -2%
CC
556
Courier Capital
New York
$313K
AWA
557
Arete Wealth Advisors
Illinois
$313K +$647K +5,445 New
LIM
558
Leavell Investment Management
Alabama
$309K
MSFS
559
Main Street Financial Solutions
Pennsylvania
$308K +$290K +2,439 New
CCP
560
Corient Capital Partners
California
$300K -$4.39K -37 -2%
T
561
TRUADVICE
Florida
$300K +$45.4K +382 +18%
PAMG
562
Patton Albertson Miller Group
Tennessee
$299K
FNBT
563
FineMark National Bank & Trust
Florida
$297K +$280K +2,354 New
KWM
564
Keebeck Wealth Management
Illinois
$296K
TF
565
TRH Financial
Iowa
$295K -$11.6K -98 -4%
FMBTD
566
First Midwest Bank Trust Division
Illinois
$294K -$20K -168 -7%
WANY
567
Wealthspire Advisors (New York)
New York
$294K +$276K +2,325 New
AA
568
ALPS Advisors
Colorado
$292K -$5.46K -46 -2%
BOS
569
Bingham Osborn & Scarborough
California
$289K +$356 +3 +0.1%
FNFDCM
570
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$288K
Vontobel Holding
571
Vontobel Holding
Switzerland
$288K +$284K +2,389 New
EA
572
Elm Advisors
California
$287K -$49.2K -414 -15%
CAN
573
Cetera Advisor Networks
California
$286K -$10.3K -87 -4%
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
$284K -$97.2K -818 -27%
PIM
575
Penobscot Investment Management
Massachusetts
$283K