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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
551
Wealthspire Advisors (New York)
New York
$206K +$200K +11,559 New
GIA
552
Gateway Investment Advisers
Ohio
$204K -$499K -28,824 -72%
AAM
553
Advisors Asset Management
Colorado
$203K +$72.5K +4,190 +58%
Brown Advisory
554
Brown Advisory
Maryland
$201K
LOAME
555
Lombard Odier Asset Management (Europe)
United Kingdom
$201K
TA
556
TCG Advisors
Texas
$201K +$193K +11,156 +10,426%
AIM
557
Axiom Investment Management
New York
$200K -$88.7K -5,127 -31%
KMWM
558
Keudell/Morrison Wealth Management
Oregon
$200K
SC
559
Scotia Capital
Ontario, Canada
$200K +$194K +11,235 New
Fiera Capital (Canada)
560
Fiera Capital (Canada)
Quebec, Canada
$199K -$3.09M -178,890 -94%
AW
561
ACG Wealth
Georgia
$199K
BP
562
Ballentine Partners
Massachusetts
$198K -$7.09K -410 -4%
ET
563
Equitable Trust
Tennessee
$198K +$18.8K +1,084 +11%
LWM
564
Lenox Wealth Management
Ohio
$196K
WI
565
Wedgewood Investors
Pennsylvania
$193K -$1.76K -102 -0.9%
CL
566
Choreo LLC
Illinois
$191K +$5K +289 +3%
PWPS
567
Pinnacle Wealth Planning Services
Ohio
$191K +$186K +10,758 New
TW
568
TrinityPoint Wealth
Connecticut
$190K -$21.4K -1,239 -11%
SP
569
Symmetry Partners
Connecticut
$190K
MFG
570
MidWestOne Financial Group
Iowa
$189K -$276K -15,963 -60%
EIC
571
Equity Investment Corp
Georgia
$189K -$105K -6,078 -36%
AAP
572
Arax Advisory Partners
Colorado
$189K +$1.14K +66 +0.6%
RA
573
Rational Advisors
New York
$186K +$80.4K +4,649 +81%
MA
574
MANA Advisors
New York
$184K +$179K +10,321 New
BO
575
BRR OpCo
Ohio
$180K