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Name Holding Trade Value Shares
Change
Change in
Stake
SW
451
SVB Wealth
Massachusetts
$370K -$63.2K -1,283 -14%
HWA
452
Heritage Way Advisors
Illinois
$370K +$2.96K +60 +0.8%
LNB
453
Ledyard National Bank
$366K
DWT
454
Dorsey & Whitney Trust
South Dakota
$365K -$10.5K -213 -3%
APA
455
American Portfolios Advisors
New York
$363K -$73.9K -1,500 -16%
WIA
456
Wealthstreet Investment Advisors
Texas
$357K
BW
457
Bison Wealth
Georgia
$356K -$19.4K -394 -5%
WFM
458
Wolff Financial Management
Michigan
$356K +$367K +7,457 New
ASN
459
Advisory Services Network
Georgia
$353K -$4.29K -87 -1%
AAS
460
Avantax Advisory Services
Texas
$350K +$356K +7,234 New
SVWA
461
Sound View Wealth Advisors
Georgia
$350K +$361K +7,338 New
RIA
462
Regal Investment Advisors
Michigan
$346K +$357K +7,251 New
OA
463
Oxbow Advisors
Texas
$345K -$72.9K -1,480 -17%
CC
464
Courier Capital
New York
$345K +$10.2K +208 +3%
FCA
465
FinTrust Capital Advisors
South Carolina
$343K +$353K +7,167 New
BPWA
466
Beacon Pointe Wealth Advisors
California
$341K +$350K +7,105 New
BFO
467
Boston Family Office
Massachusetts
$336K +$64.8K +1,315 +23%
SRC
468
Shufro Rose & Co
New York
$334K
BHWM
469
Bay Harbor Wealth Management
Maryland
$333K +$343K +6,964 New
OCG
470
Opus Capital Group
Ohio
$331K
SIA
471
Strategic Investment Advisors
Michigan
$331K +$341K +6,926 New
LB
472
Landmark Bank
Missouri
$329K +$10K +203 +3%
HSA
473
HBK Sorce Advisory
Pennsylvania
$328K -$160K -3,249 -32%
RI
474
Ridgewood Investments
New Jersey
$328K
PFC
475
Poplar Forest Capital
California
$324K