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Name Holding Trade Value Shares
Change
Change in
Stake
1IA
426
1620 Investment Advisors
Massachusetts
$280K
RDWM
427
Red Door Wealth Management
Tennessee
$278K -$1.72K -150 -0.6%
FFM
428
Forum Financial Management
Illinois
$278K +$30.5K +2,666 +12%
IWC
429
Integrated Wealth Concepts
Massachusetts
$276K +$40.6K +3,549 +17%
CP
430
Camelot Portfolios
Ohio
$272K -$115K -10,088 -30%
Capstone Investment Advisors
431
Capstone Investment Advisors
New York
$270K -$434K -37,886 -61%
Bessemer Group
432
Bessemer Group
New Jersey
$268K -$15.6K -1,365 -5%
IAP
433
Indie Asset Partners
Indiana
$265K
PA
434
Pinnacle Associates
New York
$260K -$15K -1,308 -5%
FBC
435
Fairfield, Bush & Co
Connecticut
$258K +$23 +2 +0%
VanEck Associates
436
VanEck Associates
New York
$258K +$80.5K +7,029 +44%
AC
437
Allstate Corporation
Illinois
$256K -$711K -62,152 -73%
EFS
438
Essex Financial Services
Connecticut
$252K +$43.6K +3,810 +21%
SWM
439
SeaCrest Wealth Management
New York
$249K +$16.6K +1,450 +7%
UWPG
440
Ullmann Wealth Partners Group
Florida
$247K +$251K +21,938 New
Neuberger Berman Group
441
Neuberger Berman Group
New York
$245K -$284K -24,827 -43%
Lido Advisors
442
Lido Advisors
California
$245K -$6.88K -601 -3%
WCM
443
Wedge Capital Management
North Carolina
$245K +$48.9K +4,274 +25%
MGAM
444
McGowan Group Asset Management
Texas
$244K +$248K +21,629 New
FFWM
445
Future Financial Wealth Management
Ohio
$242K +$2.29K +200 +0.9%
ICA
446
Infrastructure Capital Advisors
New York
$241K +$245K +21,363 New
GC
447
Grimes & Company
Massachusetts
$239K
B
448
Barings
North Carolina
$239K +$243K +21,232 New
FNT
449
First National Trust
Pennsylvania
$237K -$2.32K -203 -1%
MCM
450
MAI Capital Management
Ohio
$235K +$27.9K +2,436 +13%