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Name Holding Trade Value Shares
Change
Change in
Stake
GGI
976
Godsey & Gibb Inc
Virginia
$490K
PWP
977
Principle Wealth Partners
Connecticut
$490K
RC
978
RBF Capital
California
$490K
CA
979
Cetera Advisors
Colorado
$490K +$30.4K +70 +8%
IC
980
Inscription Capital
Texas
$490K +$434K +1,000 New
PWMG
981
Pinnacle Wealth Management Group
Michigan
$490K +$434K +1,000 New
SIC
982
Samalin Investment Counsel
New York
$489K +$434 +1 +0.1%
AWS
983
AJ Wealth Strategies
New York
$482K
VPI
984
Value Partners Investments
Manitoba, Canada
$481K +$59K +136 +16%
IB
985
Intrust Bank
Kansas
$476K +$8.24K +19 +2%
EWM
986
Evercore Wealth Management
New York
$474K -$164K -379 -28%
SS
987
Simplicity Solutions
Minnesota
$474K +$58.5K +135 +16%
LFAS
988
Level Four Advisory Services
Texas
$473K -$136K -314 -25%
OC
989
Oakworth Capital
Alabama
$470K +$12.1K +28 +3%
JWM
990
Jackson Wealth Management
Florida
$467K +$413K +952 New
LSA
991
Leonteq Securities AG
Switzerland
$467K +$434 +1 +0.1%
FNBT
992
FineMark National Bank & Trust
Florida
$466K +$867 +2 +0.2%
QCM
993
Quest Capital Management
Texas
$464K -$867 -2 -0.2%
Fisher Asset Management
994
Fisher Asset Management
Washington
$461K -$213K -491 -34%
GDP
995
Great Diamond Partners
Maine
$460K +$7.8K +18 +2%
KP
996
Keel Point
Alabama
$458K +$11.7K +27 +3%
CQS
997
Credential Qtrade Securities
$458K +$201K +464 +99%
OIS
998
Okabena Investment Services
Minnesota
$457K +$405K +933 New
PI
999
PEAK6 Investments
Illinois
$455K -$11.9M -27,414 -97%
WANY
1000
Wealthspire Advisors (New York)
New York
$454K -$1.25M -2,885 -76%