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Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
451
Peapack-Gladstone Financial Corp
New Jersey
$334K
AWM
452
Apollon Wealth Management
South Carolina
$330K +$161K +790 +78%
SCM
453
Shapiro Capital Management
Georgia
$330K
QCG
454
Quadrant Capital Group
Ohio
$329K +$30.8K +151 +9%
AWS
455
Atria Wealth Solutions
New York
$328K +$1.63K +8 +0.4%
JMPWA
456
JP Morgan Private Wealth Advisors
California
$328K +$7.76K +38 +2%
Assenagon Asset Management
457
Assenagon Asset Management
Luxembourg
$327K -$1.27M -6,214 -78%
RRCM
458
Rappaport Reiches Capital Management
Illinois
$326K -$3.88K -19 -1%
Vontobel Holding
459
Vontobel Holding
Switzerland
$322K
FMAEN1
460
Fund Management at Engine No 1
California
$321K +$32.3K +158 +10%
WSTAM
461
Wilbanks Smith & Thomas Asset Management
Virginia
$318K +$2.65K +13 +0.8%
AFG
462
Atomi Financial Group
New York
$316K +$108K +531 +44%
GS
463
GTS Securities
Florida
$315K +$352K +1,722 New
HPC
464
HM Payson & Co
Maine
$314K
HI
465
Horizon Investments
North Carolina
$307K +$4.7K +23 +1%
WJWM
466
Williams Jones Wealth Management
New York
$303K
BCV
467
Banque Cantonale Vaudoise
Switzerland
$300K -$53.7K -263 -14%
TTWM
468
TCV Trust & Wealth Management
Virginia
$293K
SB
469
Strategic Blueprint
Georgia
$290K
TA
470
TrueWealth Advisors
Alabama
$284K -$613 -3 -0.2%
IIC
471
Ironwood Investment Counsel
Arizona
$282K
VA
472
Vident Advisory
Georgia
$282K +$314K +1,537 New
PTC
473
Private Trust Company
Ohio
$281K -$2.86K -14 -0.9%
MAS
474
Meeder Advisory Services
Ohio
$279K -$124K -607 -28%
EWA
475
EverSource Wealth Advisors
Alabama
$278K -$14.9K -73 -5%