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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
551
Private Capital Group
Connecticut
$257K -$10.7K -568 -4%
WANY
552
Wealthspire Advisors (New York)
New York
$256K +$20.4K +1,082 +9%
CPC
553
Congress Park Capital
New York
$251K -$165K -8,750 -41%
FM
554
Foster & Motley
Ohio
$250K +$233K +12,342 New
AWM
555
Avior Wealth Management
Nebraska
$250K +$233K +12,350 +19,919%
CAW
556
Cornerstone Advisors (Washington)
Washington
$248K +$159K +8,428 +220%
PWPS
557
Pinnacle Wealth Planning Services
Ohio
$246K +$26.6K +1,409 +13%
PPW
558
Parcion Private Wealth
Washington
$245K +$228K +12,095 New
GAM
559
Gotham Asset Management
New York
$243K -$192K -10,155 -46%
RIM
560
Rampart Investment Management
Connecticut
$243K +$7.21K +382 +3%
FCFC
561
First Citizens Financial Corp
Iowa
$243K +$226K +12,000 New
DAC
562
Dividend Assets Capital
South Carolina
$242K -$39.9K -2,116 -15%
GI
563
GAMCO Investors
Connecticut
$242K – – –
First Manhattan
564
First Manhattan
New York
$238K -$68.2K -3,614 -23%
ECM
565
ETrade Capital Management
Virginia
$235K -$6.51K -345 -3%
FWM
566
Focused Wealth Management
New York
$231K +$142K +7,514 +192%
KBG
567
Kahn Brothers Group
New York
$231K -$18.1K -957 -8%
VCM
568
Virtue Capital Management
Tennessee
$230K -$613K -32,512 -74%
LOAME
569
Lombard Odier Asset Management (Europe)
United Kingdom
$228K – – –
TA
570
TCG Advisors
Texas
$228K – – –
AW
571
ACG Wealth
Georgia
$226K – – –
PI
572
PEAK6 Investments
Illinois
$226K +$211K +11,188 New
BP
573
Ballentine Partners
Massachusetts
$225K – – –
LWM
574
Lenox Wealth Management
Ohio
$223K – – –
WI
575
Wedgewood Investors
Pennsylvania
$219K – – –