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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
551
Oxford Asset Management
United Kingdom
$256K -$423K -5,380 -63%
KA
552
Klingman & Associates
New York
$254K
Lido Advisors
553
Lido Advisors
California
$254K +$244K +3,109 New
AUB
554
Atlantic Union Bankshares
Virginia
$253K
FNBT
555
FineMark National Bank & Trust
Florida
$253K
DWA
556
Douglass Winthrop Advisors
New York
$252K
GCP
557
GSA Capital Partners
United Kingdom
$251K +$241K +3,065 New
AWM
558
Apollon Wealth Management
South Carolina
$243K -$153K -1,949 -40%
Vontobel Holding
559
Vontobel Holding
Switzerland
$240K +$230K +2,931 New
PCM
560
Prelude Capital Management
New York
$239K -$1.01M -12,841 -81%
SBIA
561
Sheaff Brock Investment Advisors
Indiana
$238K
CPA
562
Capital Performance Advisors
California
$237K +$126K +1,604 +124%
EFS
563
Essex Financial Services
Connecticut
$235K +$226K +2,876 New
C1AG
564
Client 1st Advisory Group
Florida
$234K
GT
565
Glenview Trust
Kentucky
$233K
WANY
566
Wealthspire Advisors (New York)
New York
$226K +$217K +2,769 New
HIP
567
HUB Investment Partners
Texas
$223K +$214K +2,724 New
Capstone Investment Advisors
568
Capstone Investment Advisors
New York
$222K -$606K -7,718 -74%
BP
569
Ballentine Partners
Massachusetts
$217K +$209K +2,656 New
AWA
570
Arkadios Wealth Advisors
Georgia
$217K -$15.8K -201 -7%
CA
571
Claro Advisors
Massachusetts
$216K +$207K +2,637 New
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$215K -$2.83K -36 -1%
CA
573
Commerzbank Aktiengesellschaft
Germany
$212K +$202K +2,576 New
MA
574
Mezzasalma Advisors
New Jersey
$209K -$72.1K -918 -26%
GLA
575
Good Life Advisors
Pennsylvania
$209K -$222K -2,825 -53%