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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
551
Mirabella Financial Services
United Kingdom
$253K -$828K -1,284 -74%
AWM
552
Avior Wealth Management
Nebraska
$250K -$16.1K -25 -5%
SWGC
553
Summit Wealth Group (Colorado)
Colorado
$250K +$25.8K +40 +10%
STA
554
Summit Trail Advisors
New York
$249K +$21.9K +34 +8%
BP
555
Ballentine Partners
Massachusetts
$247K +$14.2K +22 +5%
S
556
Storgate
Texas
$247K +$284K +440 New
BJL
557
Brighton Jones LLC
Washington
$246K +$3.22K +5 +1%
BW
558
BIP Wealth
Georgia
$245K +$281K +436 New
SWM
559
Stronghold Wealth Management
Florida
$245K +$281K +436 New
MWM
560
Maridea Wealth Management
New York
$243K +$27.1K +42 +11%
GWM
561
GK Wealth Management
Nevada
$242K +$278K +431 New
EL
562
EWA LLC
Pennsylvania
$242K -$2.58K -4 -0.9%
CAM
563
Claret Asset Management
Quebec, Canada
$241K +$276K +428 New
CWWM
564
Clear Wave Wealth Management
New Jersey
$241K +$20.6K +32 +8%
BPAMU
565
BTG Pactual Asset Management US
New York
$240K +$275K +427 New
CA
566
Cornerstone Advisory
Maryland
$239K -$9.02K -14 -3%
Robeco Institutional Asset Management
567
Robeco Institutional Asset Management
Netherlands
$239K +$275K +426 New
TFG
568
Turner Financial Group
Florida
$237K +$272K +422 New
WFI
569
West Family Investments
California
$237K – – –
SAI
570
Savvy Advisors Inc
New York
$235K +$269K +418 New
MHC
571
May Hill Capital
Massachusetts
$234K – – –
SAM
572
Silvercrest Asset Management
New York
$233K – – –
Fifth Third Bancorp
573
Fifth Third Bancorp
Ohio
$231K -$34.8K -54 -12%
SPC
574
Sigma Planning Corp
Michigan
$231K +$265K +411 New
LNWTC
575
Laird Norton Wetherby Trust Company
Washington
$230K +$264K +409 New