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Name Holding Trade Value Shares
Change
Change in
Stake
BBI
826
Baxter Bros Inc
Connecticut
$630K -$10.6K -192 -2%
CFG
827
Citizens Financial Group
Rhode Island
$629K -$59.4K -1,075 -9%
CCA
828
Checchi Capital Advisers
California
$629K +$33.3K +602 +6%
GT
829
Glenview Trust
Kentucky
$628K -$25.3K -457 -4%
LFAS
830
Level Four Advisory Services
Texas
$626K
CPIG
831
Chicago Partners Investment Group
Illinois
$626K +$4.7K +85 +0.8%
OIA
832
OneDigital Investment Advisors
Kansas
$624K +$28.7K +520 +5%
NLP
833
Next Level Private
New York
$621K +$3.87K +70 +0.7%
CCA
834
Cobblestone Capital Advisors
New York
$618K +$28.4K +514 +5%
CFGS
835
Concourse Financial Group Securities
Alabama
$617K -$3.76K -68 -0.6%
RA
836
RFG Advisory
Alabama
$616K +$146K +2,645 +33%
IPW
837
Impact Partnership Wealth
Georgia
$611K -$126K -2,287 -18%
IFWM
838
Institute for Wealth Management
Colorado
$608K +$3.21K +58 +0.6%
WA
839
WealthTrust Axiom
Pennsylvania
$608K +$2.82K +51 +0.5%
BFPW
840
BOK Financial Private Wealth
Colorado
$606K -$44.7K -808 -7%
PCA
841
Pallas Capital Advisors
Massachusetts
$606K +$323K +5,843 +127%
IIM
842
Ipswich Investment Management
Massachusetts
$606K
FIM
843
Freedom Investment Management
Connecticut
$604K +$35.8K +647 +7%
SFI
844
Siemens Fonds Invest
Germany
$599K -$21.3K -385 -4%
DAM
845
Diamant Asset Management
Connecticut
$597K -$55.3K -1,000 -9%
MYAM
846
Meiji Yasuda Asset Management
Japan
$597K +$119K +2,160 +27%
JWCA
847
J.W. Cole Advisors
Florida
$595K +$6.96K +126 +1%
SF
848
Summit Financial
New Jersey
$592K +$6.63K +120 +1%
KWM
849
Keebeck Wealth Management
Illinois
$591K
AWA
850
Amplius Wealth Advisors
Pennsylvania
$580K +$17.5K +316 +3%