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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
751
Wealthspire Advisors (New York)
New York
$279K +$279K +1,441 New
WMA
752
Wealth Management Associates
New Jersey
$277K +$277K +1,430 New
WWM
753
Windsor Wealth Management
Indiana
$273K -$43K -222 -13%
SC
754
Savant Capital
Illinois
$273K +$5.81K +30 +2%
TCOO
755
Trust Company of Oklahoma
Oklahoma
$271K
GFS
756
GYL Financial Synergies
Connecticut
$271K
MFW
757
Meristem Family Wealth
Minnesota
$271K +$271K +1,401 New
THWM
758
Taylor Hoffman Wealth Management
Virginia
$268K
TIA
759
Tiemann Investment Advisors
California
$267K -$11.6K -60 -4%
TAM
760
Taurus Asset Management
New York
$266K
AC
761
Avestar Capital
New York
$265K -$4.84K -25 -2%
CBU
762
CIBC Bank USA
Illinois
$265K +$18.2K +94 +7%
SS
763
Sunbelt Securities
Texas
$265K +$265K +1,370 New
PA
764
Parallel Advisors
California
$264K +$9.69K +50 +4%
BP
765
Ballentine Partners
Massachusetts
$261K -$14.5K -75 -5%
MSS
766
Mitchell Sinkler & Starr
Pennsylvania
$260K -$38.7K -200 -13%
AWM
767
AE Wealth Management
Kansas
$258K -$11.6K -60 -4%
PS
768
Portfolio Strategies
New York
$257K
IC
769
Inscription Capital
Texas
$256K -$82.9K -428 -24%
LCS
770
Levin Capital Strategies
New York
$256K
MCM
771
MAI Capital Management
Ohio
$256K
AWM
772
Aries Wealth Management
Maine
$254K -$45.3K -234 -15%
NPT
773
Nixon Peabody Trust
Massachusetts
$254K
NSAM
774
North Star Asset Management
Wisconsin
$252K
FCCM
775
First City Capital Management
Georgia
$252K +$252K +1,300 New