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Name Holding Trade Value Shares
Change
Change in
Stake
DM
651
Deerfield Management
New York
$224K
TCA
652
Transcend Capital Advisors
New Jersey
$224K -$103K -414 -31%
PJWM
653
Philip James Wealth Mangement
Georgia
$223K +$6.73K +27 +3%
BS
654
Banco Santander
Spain
$222K -$4.24K -17 -2%
FT
655
Fiduciary Trust
Massachusetts
$222K +$20.2K +81 +10%
SWM
656
Segment Wealth Management
Texas
$221K +$225K +904 New
MWM
657
Modera Wealth Management
New Jersey
$220K +$7.98K +32 +4%
BOH
658
Bank of Hawaii
Hawaii
$220K
VWM
659
Venturi Wealth Management
Texas
$218K +$222K +892 New
CFB
660
Cullen/Frost Bankers
Texas
$218K -$21.4K -86 -9%
MWM
661
Mindset Wealth Management
Indiana
$217K +$9.47K +38 +4%
DWT
662
Dorsey & Whitney Trust
South Dakota
$216K -$56.1K -225 -20%
WDG
663
Wealth Dimensions Group
Ohio
$216K -$2K -8 -0.9%
PWMAG
664
Pinnacle Wealth Management Advisory Group
New Jersey
$216K -$74.5K -299 -25%
RS
665
R Squared
Hong Kong
$214K +$218K +875 New
HIP
666
HUB Investment Partners
Texas
$212K +$216K +868 New
SRC
667
Shufro Rose & Co
New York
$210K
FHA
668
Flagship Harbor Advisors
Massachusetts
$208K -$37.1K -149 -15%
PA
669
Parallel Advisors
California
$205K +$1.75K +7 +0.8%
PFM
670
Patton Fund Management
Texas
$203K +$207K +832 New
BRWA
671
B. Riley Wealth Advisors
Florida
$201K +$205K +821 New
RWP
672
Revolve Wealth Partners
New Jersey
$200K +$1.25K +5 +0.6%
IA
673
IFP Advisors
Florida
$195K +$62.3K +250 +46%
MCM
674
Manchester Capital Management
Vermont
$193K -$16.5K -66 -8%
LIA
675
Luken Investment Analytics
Tennessee
$171K