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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
501
Wealthspire Advisors (New York)
New York
$222K +$241K +32,152 +232%
TF
502
TIAA FSB
Florida
$221K +$42.3K +5,647 +14%
DPIM
503
Duff & Phelps Investment Management
Illinois
$217K +$9.14K +1,220 +3%
MCM
504
Maple Capital Management
Vermont
$216K
SW
505
SteelPeak Wealth
California
$214K +$245K +32,694 +282%
KA
506
Kintegral Advisory
New York
$213K +$37K +4,937 +13%
Neuberger Berman Group
507
Neuberger Berman Group
New York
$211K -$4.77M -636,168 -94%
AWA
508
Acorn Wealth Advisors
Michigan
$211K +$1.51K +202 +0.4%
WAG
509
Winthrop Advisory Group
Massachusetts
$210K -$22.5K -3,000 -6%
AF
510
Advisornet Financial
Minnesota
$210K +$6.22K +830 +2%
CF
511
Centaurus Financial
California
$210K +$43.9K +5,853 +16%
TFGT
512
TS Financial Group (TSFG)
Illinois
$209K +$35K +4,669 +12%
FFN
513
Focus Financial Network
Minnesota
$208K +$28.2K +3,756 +10%
SC
514
Searle & Co
Connecticut
$208K -$75K -10,000 -19%
AI
515
Atom Investors
Texas
$205K -$155K -20,742 -33%
BS
516
Boenning & Scattergood
Pennsylvania
$204K -$52.9K -7,057 -14%
AFAS
517
Acorn Financial Advisory Services
Virginia
$204K +$317K +42,229 New
FSA
518
Fort Sheridan Advisors
Illinois
$201K -$95.2K -12,700 -23%
EBT
519
Enterprise Bank & Trust
Massachusetts
$200K -$54.7K -7,300 -15%
BOH
520
Bank of Hawaii
Hawaii
$194K -$5.43K -725 -2%
FHA
521
Flagship Harbor Advisors
Massachusetts
$191K +$89.5K +11,944 +43%
PA
522
Planning Alternatives
Michigan
$190K -$97.4K -12,995 -25%
LOAME
523
Lombard Odier Asset Management (Europe)
United Kingdom
$190K
MIA
524
MainStreet Investment Advisors
Illinois
$187K +$291K +38,803 New
LA
525
Legacy Advisors
Pennsylvania
$186K +$288K +38,475 New