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Name Holding Trade Value Shares
Change
Change in
Stake
MA
476
MONECO Advisors
Connecticut
$308K +$11.3K +314 +4%
BBHC
477
Brown Brothers Harriman & Co
New York
$308K +$9.11K +254 +3%
ICG
478
InterOcean Capital Group
Tennessee
$306K +$16.6K +463 +6%
PCS
479
Personal CFO Solutions
New Jersey
$305K +$52.2K +1,456 +20%
IAN
480
Integrated Advisors Network
Texas
$304K +$2.37K +66 +0.8%
Deutsche Bank
481
Deutsche Bank
Germany
$304K
HAG
482
HF Advisory Group
Maryland
$303K +$13.2K +369 +5%
AWA
483
Arete Wealth Advisors
Illinois
$303K -$56.2K -1,567 -16%
Bank of Montreal
484
Bank of Montreal
Ontario, Canada
$302K -$40.8K -1,138 -12%
CGL
485
Clarius Group LLC
Washington
$301K +$26.3K +732 +10%
GT
486
Glenview Trust
Kentucky
$300K -$16.5K -460 -5%
NB
487
NBT Bank
New York
$300K +$14.1K +394 +5%
BGC
488
Beutel, Goodman & Co
Ontario, Canada
$299K +$45.2K +1,260 +18%
BLC
489
Brown, Lisle/Cummings
Rhode Island
$298K -$31.2K -870 -9%
MCA
490
MSH Capital Advisors
Arizona
$295K -$10.8K -300 -3%
BCA
491
Bay Colony Advisors
Massachusetts
$294K +$789 +22 +0.3%
CFO
492
CVA Family Office
Colorado
$292K
XT
493
XTX Topco
Cayman Islands
$292K +$294K +8,191 New
MWM
494
Meridian Wealth Management
Kentucky
$292K -$11.5K -320 -4%
PFO
495
Pathstone Family Office
New Jersey
$290K -$209K -5,828 -43%
BAM
496
Belpointe Asset Management
Nevada
$287K -$316K -8,809 -52%
MAG
497
MRA Advisory Group
New Jersey
$287K +$32.8K +915 +13%
IWM
498
IHT Wealth Management
Illinois
$286K -$102K -2,841 -26%
IB
499
Intrust Bank
Kansas
$286K +$56K +1,561 +24%
DFG
500
Delta Financial Group
New Jersey
$285K -$8.61K -240 -3%