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Name Holding Trade Value Shares
Change
Change in
Stake
SW
601
SteelPeak Wealth
California
$278K +$263K +4,730 New
CCP
602
Corient Capital Partners
California
$277K +$23.7K +426 +10%
AIM
603
Anchor Investment Management
South Carolina
$276K +$56 +1 +0%
CCM
604
Compton Capital Management
Rhode Island
$276K – – –
FFG
605
Frisch Financial Group
New York
$274K +$2.39K +43 +0.9%
SIC
606
Salem Investment Counselors
North Carolina
$272K – – –
SIAG
607
Signet Investment Advisory Group
Rhode Island
$272K – – –
BCP
608
Berkeley Capital Partners
Georgia
$271K -$71.2K -1,280 -22%
CC
609
Cadinha & Co
Hawaii
$270K – – –
CWM
610
Cornerstone Wealth Management
Missouri
$267K -$34.4K -619 -12%
OIA
611
OneDigital Investment Advisors
Kansas
$266K -$17.4K -312 -6%
HCM
612
Howland Capital Management
Massachusetts
$266K -$15.4K -276 -6%
CB
613
Cadence Bank
Mississippi
$265K +$5.06K +91 +2%
PP
614
Paloma Partners
Connecticut
$263K -$722K -12,981 -74%
Prudential Financial
615
Prudential Financial
New Jersey
$262K +$248K +4,458 New
GIA
616
Gladstone Institutional Advisory
Florida
$261K -$85.2K -1,531 -26%
GFS
617
GYL Financial Synergies
Connecticut
$261K +$30.5K +548 +14%
EH
618
Equitable Holdings
New York
$261K +$247K +4,435 New
AMC
619
Asset Management Corp
Illinois
$259K +$245K +4,406 New
CBT
620
Capital Bank & Trust
California
$258K – – –
HVIA
621
Hudson Valley Investment Advisors
New York
$258K – – –
AT
622
Arden Trust
Delaware
$257K -$5.4K -97 -2%
LBC
623
Lowe Brockenbrough & Co
Virginia
$256K +$8.9K +160 +4%
CWM
624
Centric Wealth Management
Illinois
$256K +$9.12K +164 +4%
FLPIM
625
F.L. Putnam Investment Management
Massachusetts
$249K +$111 +2 +0%