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Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
751
American Trust Investment Advisors
New Hampshire
$279K – – –
LSAG
752
Lake Street Advisors Group
New Hampshire
$279K +$9.69K +50 +3%
WANY
753
Wealthspire Advisors (New York)
New York
$279K +$279K +1,441 New
WMA
754
Wealth Management Associates
New Jersey
$277K +$277K +1,430 New
WWM
755
Windsor Wealth Management
Indiana
$273K -$43K -222 -13%
SC
756
Savant Capital
Illinois
$273K +$5.81K +30 +2%
TCOO
757
Trust Company of Oklahoma
Oklahoma
$271K – – –
GFS
758
GYL Financial Synergies
Connecticut
$271K – – –
MFW
759
Meristem Family Wealth
Minnesota
$271K +$271K +1,401 New
THWM
760
Taylor Hoffman Wealth Management
Virginia
$268K – – –
TIA
761
Tiemann Investment Advisors
California
$267K -$11.6K -60 -4%
TAM
762
Taurus Asset Management
New York
$266K – – –
AC
763
Avestar Capital
New York
$265K -$4.84K -25 -2%
CBU
764
CIBC Bank USA
Illinois
$265K +$18.2K +94 +7%
SS
765
Sunbelt Securities
Texas
$265K +$265K +1,370 New
PA
766
Parallel Advisors
California
$264K +$9.69K +50 +4%
BP
767
Ballentine Partners
Massachusetts
$261K -$14.5K -75 -5%
MSS
768
Mitchell Sinkler & Starr
Pennsylvania
$260K -$38.7K -200 -13%
AWM
769
AE Wealth Management
Kansas
$258K -$11.6K -60 -4%
PS
770
Portfolio Strategies
New York
$257K – – –
IC
771
Inscription Capital
Texas
$256K -$82.9K -428 -24%
LCS
772
Levin Capital Strategies
New York
$256K – – –
MCM
773
MAI Capital Management
Ohio
$256K – – –
AWM
774
Aries Wealth Management
Maine
$254K -$45.3K -234 -15%
NPT
775
Nixon Peabody Trust
Massachusetts
$254K – – –