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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
626
Lake Street Advisors Group
New Hampshire
$204K -$16.8K -305 -8%
AUB
627
Atlantic Union Bankshares
Virginia
$204K +$189K +3,434 New
RWP
628
RWA Wealth Partners
Massachusetts
$203K +$188K +3,418 New
EFS
629
Essex Financial Services
Connecticut
$203K +$196K +3,556 New
WIM
630
Waverton Investment Management
United Kingdom
$202K +$187K +3,402 New
SPIA
631
Steward Partners Investment Advisory
New York
$202K +$1.65K +30 +0.9%
FWA
632
FSM Wealth Advisors
Ohio
$201K +$186K +3,381 New
WB
633
Webster Bank
Connecticut
$200K -$12.9K -235 -7%
QCG
634
Quadrant Capital Group
Ohio
$199K +$55 +1 +0%
BBHC
635
Brown Brothers Harriman & Co
New York
$192K -$125K -2,281 -41%
DSC
636
Duncker Streett & Co
Missouri
$185K
SAM
637
Smartleaf Asset Management
Massachusetts
$184K +$54.2K +986 +47%
GM
638
GeoWealth Management
Illinois
$170K +$157K +2,856 New
PAS
639
Point72 Asia (Singapore)
Singapore
$165K +$153K +2,781 New
LS
640
Livforsakringsbolaget Skandia
Sweden
$161K +$109K +1,990 +276%
GRP
641
Global Retirement Partners
California
$161K +$53.4K +970 +56%
CWM
642
Compass Wealth Management
Connecticut
$156K
GI
643
GAMMA Investing
California
$133K +$48.4K +879 +65%
BTI
644
Blue Trust Inc
Georgia
$132K +$90.3K +1,641 +229%
CTA
645
Colonial Trust Advisors
South Carolina
$132K
CSS
646
Cubist Systematic Strategies
Connecticut
$129K -$1.38M -24,994 -92%
NS
647
NBC Securities
Alabama
$128K -$5.5K -100 -4%
TH
648
TCTC Holdings
Texas
$127K -$20.4K -370 -15%
PI
649
PEAK6 Investments
Illinois
$127K +$117K +2,131 New
CFM
650
Catalyst Funds Management
Australia
$126K +$109K +1,990 +1,496%