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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
476
Laird Norton Wetherby Wealth Management
California
$308K -$7.96K -1,175 -2%
MA
477
MCF Advisors
Kentucky
$307K +$310K +45,802 +16,839%
SMH
478
Sanders Morris Harris
Texas
$306K -$40.6K -6,000 -12%
MC
479
Moors & Cabot
Massachusetts
$305K +$2.98K +440 +1%
FHC
480
First Heartland Consultants
Missouri
$303K -$203 -30 -0.1%
AWE
481
Avidian Wealth Enterprises
Texas
$301K – – –
WP
482
WealthPLAN Partners
Nebraska
$301K +$13.6K +2,007 +6%
GCM
483
Gables Capital Management
Florida
$300K -$6.09K -900 -2%
DPIM
484
Duff & Phelps Investment Management
Illinois
$299K – – –
MSA
485
Marino Stram & Associates
Massachusetts
$297K +$302K +44,568 New
KFGK
486
Keystone Financial Group (Kentucky)
Kentucky
$296K +$80.6K +11,900 +36%
WAP
487
Wealthcare Advisory Partners
Pennsylvania
$295K -$143K -21,097 -32%
IWC
488
Integrated Wealth Concepts
Massachusetts
$295K +$136K +20,058 +83%
EP
489
Edgestream Partners
New Jersey
$295K +$300K +44,352 New
RM
490
Resource Management
Louisiana
$291K -$90.3K -13,340 -23%
KeyBank National Association
491
KeyBank National Association
Ohio
$291K +$130K +19,146 +78%
BSW
492
Buckingham Strategic Wealth
Missouri
$288K +$127K +18,682 +76%
SC
493
Searle & Co
Connecticut
$287K – – –
AWA
494
Acorn Wealth Advisors
Michigan
$286K +$12K +1,777 +4%
KA
495
Kintegral Advisory
New York
$285K -$9.32K -1,376 -3%
Neuberger Berman Group
496
Neuberger Berman Group
New York
$285K +$21.5K +3,168 +7%
BSG
497
Black Swift Group
Colorado
$285K +$290K +42,800 New
WAG
498
Winthrop Advisory Group
Massachusetts
$284K – – –
PA
499
Planning Alternatives
Michigan
$283K – – –
LWM
500
Laidlaw Wealth Management
New York
$283K +$6.77K +1,000 +2%