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Name Holding Trade Value Shares
Change
Change in
Stake
RAG
501
RIA Advisory Group
Iowa
$269K +$780 +9 +0.3%
BWP
502
BlueStem Wealth Partners
Minnesota
$261K +$269K +3,101 New
HWM
503
HB Wealth Management
Georgia
$261K +$269K +3,099 New
LIA
504
LifePlan Investment Advisors
North Carolina
$261K
AGP
505
Aspire Growth Partners
Florida
$255K +$262K +3,020 New
PAS
506
Park Avenue Securities
New York
$254K +$261K +3,016 New
AB
507
Atlas Brown
Kentucky
$253K
SFA
508
Seneca Financial Advisors
New York
$253K
FHB
509
First Hawaiian Bank
Hawaii
$252K -$31.6K -364 -11%
Lazard Asset Management
510
Lazard Asset Management
New York
$251K -$4.08M -47,072 -94%
GIC
511
Generali Investments CEE
Czech Republic
$248K +$255K +2,940 New
PA
512
PFW Advisors
Georgia
$247K +$254K +2,935 New
S
513
SignatureFD
Georgia
$244K -$173 -2 -0.1%
EWM
514
Evercore Wealth Management
New York
$243K
FFM
515
Forum Financial Management
Illinois
$241K +$248K +2,864 New
TPI
516
Trust Point Inc
Wisconsin
$241K +$19K +219 +8%
CWM
517
Cordatus Wealth Management
Pennsylvania
$240K +$3.38K +39 +1%
SSA
518
Schonfeld Strategic Advisors
New York
$237K -$57.8K -667 -19%
EAM
519
Empirical Asset Management
Massachusetts
$235K +$383K +4,418 New
IA
520
IFP Advisors
Florida
$235K +$13.9K +160 +6%
Vontobel Holding
521
Vontobel Holding
Switzerland
$234K +$22.3K +257 +10%
TH
522
TCTC Holdings
Texas
$232K +$693 +8 +0.3%
CFG
523
Citizens Financial Group
Rhode Island
$232K +$239K +2,753 New
RSWM
524
Robertson Stephens Wealth Management
California
$232K +$24.4K +282 +11%
SI
525
Seeds Investor
New York
$232K +$238K +2,747 New