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Name Holding Trade Value Shares
Change
Change in
Stake
WC
776
Whitney & Co
New York
$287K
CWM
777
Circle Wealth Management
New Jersey
$285K -$174K -4,743 -35%
JFGIW
778
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$285K -$17K -463 -6%
PFBT
779
Parkside Financial Bank & Trust
Missouri
$285K +$9.73K +265 +3%
CFB
780
Cullen/Frost Bankers
Texas
$284K -$30.3K -826 -9%
MCM
781
MAI Capital Management
Ohio
$284K -$13.1K -357 -4%
LSPW
782
Lake Street Private Wealth
Illinois
$283K -$63.3K -1,726 -16%
FCA
783
FLC Capital Advisors
California
$282K -$6.06K -165 -2%
CRC
784
Curi RMB Capital
Illinois
$282K +$3.85K +105 +1%
BAM
785
Boyar Asset Management
New York
$282K +$323K +8,800 New
XT
786
XTX Topco
Cayman Islands
$281K -$114K -3,105 -26%
SC
787
Savant Capital
Illinois
$281K +$13.2K +359 +4%
SWM
788
Spire Wealth Management
Virginia
$280K -$343K -9,343 -52%
EW
789
Evoke Wealth
California
$280K -$7.63K -208 -2%
RBC
790
Romano Brothers & Co
Illinois
$279K +$319K +8,689 New
RIA
791
Realta Investment Advisors
Delaware
$278K -$4.62K -126 -1%
GCIA
792
Gabelli & Co Investment Advisers
New York
$278K
FLI
793
Family Legacy Inc
South Carolina
$276K +$22.4K +609 +8%
CAM
794
Columbia Asset Management
Michigan
$275K -$192K -5,238 -38%
SAM
795
Silvercrest Asset Management
New York
$275K
CPSC
796
Carl P. Sherr & Co
Massachusetts
$273K -$402K -10,945 -56%
FFM
797
Forum Financial Management
Illinois
$269K -$363K -9,886 -54%
HCM
798
Hollencrest Capital Management
California
$269K -$6.2K -169 -2%
RFM
799
Royal Fund Management
Florida
$268K +$307K +8,359 New
HWA
800
HCR Wealth Advisors
California
$267K