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Name Holding Trade Value Shares
Change
Change in
Stake
BM
651
Belfer Management
New York
$312K +$5.58K +23 +2%
KTA
652
Keeley-Teton Advisors
Illinois
$307K -$9.71K -40 -3%
CIA
653
Choate Investment Advisors
Massachusetts
$306K -$6.31K -26 -2%
MAWA
654
Moss Adams Wealth Advisors
Washington
$306K +$9.95K +41 +3%
SWP
655
Stratos Wealth Partners
Ohio
$304K +$9.46K +39 +3%
FHA
656
Flagship Harbor Advisors
Massachusetts
$304K +$243 +1 +0.1%
PFS
657
Physicians Financial Services
North Carolina
$303K – – –
PFS
658
Prospera Financial Services
Texas
$303K +$10.7K +44 +4%
CI
659
Corient IA
Florida
$303K +$315K +1,300 New
AUB
660
Atlantic Union Bankshares
Virginia
$302K – – –
ONB
661
Old National Bancorp
Indiana
$301K -$107K -442 -25%
ACM
662
Advisors Capital Management
New Jersey
$298K +$971 +4 +0.3%
PAM
663
Panagora Asset Management
Massachusetts
$298K – – –
UIA
664
Ulland Investment Advisors
Minnesota
$298K -$18.7K -77 -6%
KFC
665
Klingenstein Fields & Co
New York
$297K -$138K -569 -31%
OTL
666
Oak Thistle LLC
New York
$297K +$310K +1,277 New
FB
667
Fulton Bank
Pennsylvania
$297K -$3.64K -15 -1%
SIA
668
Strategic Investment Advisors
Michigan
$295K +$18K +74 +6%
QCG
669
Quadrant Capital Group
Ohio
$294K +$194K +800 +172%
ICP
670
Impact Capital Partners
Colorado
$294K -$17.2K -71 -5%
CCG
671
Chatham Capital Group
Georgia
$293K – – –
ESB
672
Essex Savings Bank
Connecticut
$292K – – –
WF
673
Womack Financial
Texas
$292K – – –
BWM
674
BlackDiamond Wealth Management
New York
$291K -$196K -809 -41%
IFWM
675
Institute for Wealth Management
Colorado
$288K – – –