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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
751
YorkBridge Wealth Partners
New York
$227K -$4.75K -17 -2%
AAP
752
Arax Advisory Partners
Colorado
$227K +$1.68K +6 +0.8%
AC
753
Apogem Capital
New York
$227K +$219K +782 New
BHIA
754
Birch Hill Investment Advisors
Massachusetts
$223K
DADC
755
D.A. Davidson & Co
Montana
$223K +$215K +769 New
VFA
756
Valeo Financial Advisors
Indiana
$222K
EWM
757
EPG Wealth Management
Georgia
$222K +$214K +765 New
UR
758
USCA RIA
Texas
$221K +$213K +762 New
WJWM
759
Williams Jones Wealth Management
New York
$220K
LNC
760
Lincoln National Corp
Pennsylvania
$220K +$280 +1 +0.1%
FF
761
FourThought Financial
Florida
$220K +$213K +760 New
MF
762
Magnetar Financial
Illinois
$219K -$21.3K -76 -9%
CFO
763
Collective Family Office
Pennsylvania
$219K +$211K +754 New
FHC
764
First Horizon Corporation
Tennessee
$215K -$4.47K -16 -2%
S
765
Seeyond
France
$215K -$1.4K -5 -0.7%
RIA
766
Realta Investment Advisors
Delaware
$215K +$4.75K +17 +2%
IC
767
Intersect Capital
California
$215K +$207K +740 New
KPWS
768
Kestra Private Wealth Services
Texas
$214K +$209K +749 New
VCA
769
Verdence Capital Advisors
Maryland
$213K
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
$213K +$66.6K +238 +48%
WA
771
WESPAC Advisors
California
$210K +$202K +723 New
IHL
772
Investment House LLC
California
$209K
APA
773
American Portfolios Advisors
New York
$208K -$3.64K -13 -2%
CIC
774
Carnegie Investment Counsel
Ohio
$206K +$199K +711 New
HR
775
Howe & Rusling
New York
$205K -$221K -790 -53%