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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
601
Prio Wealth Limited Partnership
Massachusetts
$233K
AA
602
Argent Advisors
Louisiana
$232K
FP
603
Foundry Partners
Minnesota
$231K
S
604
SignatureFD
Georgia
$231K +$6.92K +350 +3%
WTC
605
WhitTier Trust Company
Nevada
$229K
BHWM
606
Bar Harbor Wealth Management
New Hampshire
$224K -$39.1K -1,980 -15%
IA
607
IndexIQ Advisors
New York
$223K +$136K +6,890 +149%
PWM
608
Perigon Wealth Management
California
$223K +$228K +11,530 New
MIP
609
Marietta Investment Partners
Wisconsin
$220K -$2.07M -104,860 -90%
WT
610
Whittier Trust
California
$220K -$9.88K -500 -4%
WANY
611
Wealthspire Advisors (New York)
New York
$220K -$4.35K -220 -2%
ST
612
Smithfield Trust
Pennsylvania
$220K -$1.78K -90 -0.8%
GWS
613
Glassman Wealth Services
Virginia
$219K +$395 +20 +0.2%
CC
614
Centiva Capital
New York
$215K +$220K +11,120 New
SSG
615
Summit Securities Group
New York
$211K +$215K +10,900 New
AAM
616
Arabesque Asset Management
United Kingdom
$210K -$504K -25,490 -70%
FDS
617
Freedom Day Solutions
Texas
$209K +$213K +10,800 New
AIA
618
AIMZ Investment Advisors
California
$207K
M
619
MOTCO
Texas
$207K +$9.88K +500 +5%
BC
620
Burney Company
Virginia
$207K +$211K +10,670 New
SCA
621
Snowden Capital Advisors
New York
$206K -$332K -16,790 -61%
IAA
622
Independent Advisor Alliance
North Carolina
$205K +$2.17K +110 +1%
HCM
623
Howland Capital Management
Massachusetts
$204K
AWM
624
Alterna Wealth Management
Texas
$203K +$207K +10,480 New
BAM
625
Belpointe Asset Management
Nevada
$196K +$11.3K +570 +6%