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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Altium Wealth Management
New York
$285K +$1.86K +96 +0.6%
MFA
527
Mayflower Financial Advisors
Massachusetts
$284K +$5.03K +260 +2%
HWM
528
HB Wealth Management
Georgia
$284K +$319K +16,497 New
LFG
529
Lockerman Financial Group
California
$283K
IWC
530
Integrated Wealth Concepts
Massachusetts
$278K -$4.66K -241 -1%
BG
531
Bollard Group
Massachusetts
$276K +$3.19K +165 +1%
CG
532
Caprock Group
Idaho
$275K +$4.83K +250 +2%
ICA
533
Infrastructure Capital Advisors
New York
$275K +$109K +5,622 +54%
BTI
534
Blue Trust Inc
Georgia
$275K +$237K +12,277 New
MA
535
Mutual Advisors
Nebraska
$273K -$22.3K -1,156 -7%
GAM
536
Gotham Asset Management
New York
$270K -$102K -5,274 -25%
CFN
537
Cordasco Financial Network
Florida
$268K -$189K -9,799 -39%
SS
538
Simplicity Solutions
Minnesota
$266K +$298K +15,421 New
Vontobel Holding
539
Vontobel Holding
Switzerland
$265K -$122K -6,311 -29%
SWA
540
Stratos Wealth Advisors
Ohio
$265K -$657 -34 -0.2%
SIC
541
Sterling Investment Counsel
New York
$265K +$78.3K +4,050 +35%
CP
542
CenterBook Partners
Connecticut
$264K +$296K +15,329 New
CCM
543
Cutler Capital Management
Massachusetts
$263K
SWM
544
Silverlake Wealth Management
Vermont
$259K +$135 +7 +0%
SAI
545
Systematic Alpha Investments
New Jersey
$252K
TMAM
546
Tokio Marine Asset Management
Japan
$251K +$39K +2,016 +16%
Bessemer Group
547
Bessemer Group
New Jersey
$250K -$182K -9,424 -39%
VFA
548
Valeo Financial Advisors
Indiana
$250K -$45.4K -2,347 -14%
FHA
549
First Horizon Advisors
Tennessee
$248K +$24.9K +1,289 +10%
EWM
550
Evercore Wealth Management
New York
$241K +$13.3K +688 +5%