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Name Holding Trade Value Shares
Change
Change in
Stake
VC
1851
Vicus Capital
Pennsylvania
$342K -$1.76M -13,029 -84%
CCT
1852
Chemung Canal Trust
New York
$341K – – –
WI
1853
Wintrust Investments
Illinois
$341K +$326K +2,414 New
SC
1854
Sinecera Capital
Texas
$340K – – –
AAP
1855
Aristotle Atlantic Partners
Florida
$339K – – –
RCM
1856
RB Capital Management
Nevada
$338K +$2.97K +22 +0.9%
SS
1857
Sunbelt Securities
Texas
$338K +$9.31K +69 +3%
MPWT
1858
MassMutual Private Wealth & Trust
Connecticut
$337K -$513K -3,802 -61%
PMG
1859
ProVise Management Group
Florida
$337K -$29.8K -221 -8%
NA
1860
Nottingham Advisors
New York
$337K – – –
SEC
1861
Seven Eight Capital
New York
$336K -$991K -7,340 -76%
SSWM
1862
Smith Salley Wealth Management
North Carolina
$336K -$15.3K -113 -5%
MRCM
1863
M&R Capital Management
New Jersey
$336K – – –
LWP
1864
Lumature Wealth Partners
Georgia
$335K +$16.2K +120 +5%
MLA
1865
My Legacy Advisors
Oregon
$334K +$320K +2,372 New
HA
1866
HFG Advisors
Ohio
$333K – – –
GM
1867
GeoWealth Management
Illinois
$332K -$29K -215 -8%
SEIA
1868
Signature Estate & Investment Advisors
California
$332K +$50.2K +372 +19%
LG
1869
LaFleur & Godfrey
Michigan
$331K – – –
SN
1870
Sittner & Nelson
Oregon
$331K +$190K +1,411 +151%
GA
1871
Geller Advisors
New York
$330K -$43.3K -321 -12%
BBNB
1872
Baker Boyer National Bank
Washington
$330K – – –
LA
1873
Lakeside Advisors
Washington
$330K – – –
W
1874
WealthOne
New York
$330K +$1.08K +8 +0.3%
VCM
1875
Virtue Capital Management
Tennessee
$329K -$34.3K -254 -10%