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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
651
Curated Wealth Partners
California
$286K +$290K +697 New
SIC
652
Samalin Investment Counsel
New York
$285K
LWM
653
Laidlaw Wealth Management
New York
$283K -$10.8K -26 -4%
MA
654
Mutual Advisors
Nebraska
$280K +$2.08K +5 +0.7%
QCG
655
Quadrant Capital Group
Ohio
$279K -$39.9K -96 -12%
FP
656
Financial Perspectives
Minnesota
$277K +$141K +338 +100%
ECM
657
Estabrook Capital Management
New York
$275K -$832 -2 -0.3%
CCM
658
Chickasaw Capital Management
Tennessee
$273K
MA
659
MUFG Americas
New York
$273K +$20.8K +50 +8%
CCM
660
Coldstream Capital Management
Washington
$273K +$76.1K +183 +38%
ST
661
Sabal Trust
Florida
$272K +$1.25K +3 +0.5%
NIM
662
NuWave Investment Management
New Jersey
$270K +$255K +613 +1,393%
NFG
663
Next Financial Group
Texas
$268K -$28.3K -68 -9%
AWA
664
ARS Wealth Advisors
Florida
$268K
KP
665
Keel Point
Alabama
$264K +$267K +643 New
IF
666
IRON Financial
Illinois
$263K +$266K +640 New
SCM
667
Stevens Capital Management
Pennsylvania
$263K +$266K +640 New
OPS
668
Orion Portfolio Solutions
Nebraska
$262K -$7.9K -19 -3%
ACP
669
Arcus Capital Partners
Georgia
$262K +$265K +638 New
WDG
670
Wealth Dimensions Group
Ohio
$261K +$265K +637 New
APA
671
American Portfolios Advisors
New York
$260K +$2.08K +5 +0.8%
9WM
672
9258 Wealth Management
Ohio
$259K
BBI
673
Baxter Bros Inc
Connecticut
$256K
HWA
674
Heritage Wealth Advisors
Virginia
$255K +$258K +621 New
CT
675
Caldwell Trust
Florida
$255K