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Name Holding Trade Value Shares
Change
Change in
Stake
PW
376
Pandora Wealth
Illinois
$314K
A
377
AlphaQuest
New York
$314K +$20.4K +434 +9%
IAN
378
Integrated Advisors Network
Texas
$313K +$239K +5,093 New
FRM
379
Fox Run Management
Connecticut
$309K +$237K +5,031 New
S
380
SignatureFD
Georgia
$308K +$2.63K +56 +1%
RPC
381
Rossmore Private Capital
Connecticut
$308K
WANY
382
Wealthspire Advisors (New York)
New York
$308K +$235K +5,008 New
CSI
383
Cross Staff Investments
New York
$308K
SAM
384
Silvercrest Asset Management
New York
$308K
MA
385
MYDA Advisors
New York
$308K +$235K +5,000 New
FFM
386
Forum Financial Management
Illinois
$307K +$235K +4,999 New
LSIA
387
LaSalle St. Investment Advisors
Illinois
$306K +$15K +320 +7%
QCM
388
QRG Capital Management
Illinois
$302K -$243K -5,170 -51%
CPIG
389
Chicago Partners Investment Group
Illinois
$299K +$246K +5,233 New
BCM
390
BCK Capital Management
Connecticut
$291K -$1.12M -23,871 -83%
KeyBank National Association
391
KeyBank National Association
Ohio
$287K +$219K +4,659 New
N
392
Natixis
France
$284K +$124K +2,628 +132%
DnB Asset Management
393
DnB Asset Management
Norway
$283K +$217K +4,606 New
IWC
394
Integrated Wealth Concepts
Massachusetts
$283K +$216K +4,601 New
CC
395
Corton Capital
Ontario, Canada
$278K +$213K +4,527 New
TDC
396
Thompson Davis & Co
Virginia
$269K +$206K +4,375 New
SIC
397
Sterling Investment Counsel
New York
$268K +$205K +4,365 New
MCM
398
MAI Capital Management
Ohio
$267K -$80.2K -1,706 -28%
DWM
399
Drive Wealth Management
Utah
$261K +$200K +4,252 New
AA
400
Ancora Advisors
Ohio
$260K +$199K +4,230 New