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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Avitas Wealth Management
California
$413K +$362K +1,228 New
PIM
427
Penobscot Investment Management
Massachusetts
$411K +$17.7K +60 +5%
CIA
428
Concurrent Investment Advisors
Florida
$411K -$6.78K -23 -2%
ACGA
429
Atlanta Consulting Group Advisors
Georgia
$395K +$347K +1,176 New
LJAC
430
L.J. Altfest & Co
New York
$388K +$45.4K +154 +15%
GLR
431
Great Lakes Retirement
Ohio
$387K -$10.3K -35 -3%
FNBOH
432
First National Bank of Hutchinson
Kansas
$381K +$18K +61 +6%
TRCT
433
Tower Research Capital (TRC)
New York
$378K +$107K +364 +48%
AWM
434
Apollon Wealth Management
South Carolina
$377K -$18.3K -62 -5%
AAP
435
Arax Advisory Partners
Colorado
$371K -$14.2K -48 -4%
HW
436
Hancock Whitney
Mississippi
$369K -$37.1K -126 -10%
AP
437
Americana Partners
Texas
$364K +$82.3K +279 +35%
GWMR
438
GC Wealth Management RIA
Massachusetts
$360K +$25.1K +85 +9%
BFEC
439
Benjamin F. Edwards & Company
Missouri
$359K +$17.1K +58 +6%
MWM
440
Mission Wealth Management
California
$357K – – –
PWMAG
441
Pinnacle Wealth Management Advisory Group
New Jersey
$356K – – –
IC
442
IEQ Capital
California
$342K +$60.4K +205 +25%
BPCE
443
Bank Pictet & Cie (Europe)
Germany
$339K -$112K -381 -27%
GM
444
GeoWealth Management
Illinois
$338K +$79.3K +269 +36%
DAS
445
Diversify Advisory Services
Utah
$338K +$300K +1,019 New
BFS
446
Bradley Foster & Sargent
Connecticut
$336K – – –
MSCM
447
McElhenny Sheffield Capital Management
Texas
$336K – – –
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$334K -$108K -368 -27%
CG
449
Caprock Group
Idaho
$332K +$291K +988 New
EI
450
Ellevest Inc
New York
$329K -$65.7K -223 -19%