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Moody's

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
676
Institute for Wealth Management
Colorado
$636K +$1.39K +4 +0.2%
BCWM
677
Bartlett & Co Wealth Management
Ohio
$634K -$200K -575 -26%
BC
678
Bartlett & Co
Ohio
$634K -$200K -575 -26%
SC
679
Syon Capital
California
$631K +$150K +431 +36%
PCM
680
Penserra Capital Management
California
$630K -$32.3K -93 -5%
BW
681
Bison Wealth
Georgia
$629K +$32.7K +94 +6%
Simplex Trading
682
Simplex Trading
Illinois
$629K +$91.8K +264 +20%
EI
683
Ellevest Inc
New York
$610K -$17K -49 -3%
CRC
684
Curi RMB Capital
Illinois
$608K +$2.08K +6 +0.4%
CWM
685
Circle Wealth Management
New Jersey
$601K +$49.4K +142 +10%
Empower Advisory Group
686
Empower Advisory Group
Colorado
$597K -$695 -2 -0.1%
WANY
687
Wealthspire Advisors (New York)
New York
$591K +$525K +1,512 New
ATC
688
Argent Trust Co
Tennessee
$589K -$348 -1 -0.1%
BDA
689
Borer Denton & Associates
Pennsylvania
$588K
QPBE
690
Quintet Private Bank (Europe)
Luxembourg
$580K -$3.91M -11,240 -88%
CAM
691
Cozad Asset Management
Illinois
$578K -$139K -400 -21%
DWT
692
Dorsey & Whitney Trust
South Dakota
$574K -$47.6K -137 -9%
CRWM
693
Castle Rock Wealth Management
California
$573K
BAM
694
Brave Asset Management
New Jersey
$571K +$1.74K +5 +0.3%
CCWM
695
Correct Capital Wealth Management
Missouri
$571K +$508K +1,463 New
Lido Advisors
696
Lido Advisors
California
$568K +$95.2K +274 +23%
LCWP
697
Legacy Capital Wealth Partners
Arkansas
$560K -$27.1K -78 -5%
LNC
698
Lincoln National Corp
Pennsylvania
$557K +$27.8K +80 +6%
ACM
699
Argyle Capital Management
Pennsylvania
$547K
NP
700
NorthRock Partners
Minnesota
$546K +$234K +673 +93%