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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
626
Wealthspire Advisors (New York)
New York
$964K +$164K +1,969 +20%
PWG
627
Portside Wealth Group
Utah
$957K +$31.5K +378 +3%
SCA
628
Snowden Capital Advisors
New York
$955K -$12.1K -145 -1%
EF
629
Empowered Funds
Pennsylvania
$950K +$99.8K +1,199 +12%
AIM
630
Aigen Investment Management
New York
$945K +$358K +4,308 +60%
JWBC
631
J.W. Burns & Co
New York
$942K -$52K -625 -5%
Lazard Asset Management
632
Lazard Asset Management
New York
$938K -$4.84M -58,191 -84%
IIM
633
Intact Investment Management
Quebec, Canada
$933K +$200K +2,400 +27%
HWP
634
Highline Wealth Partners
California
$931K +$1.5K +18 +0.2%
BBHC
635
Brown Brothers Harriman & Co
New York
$925K +$12.8K +154 +1%
PT
636
Plimoth Trust
Massachusetts
$919K
SWA
637
Stratos Wealth Advisors
Ohio
$919K -$11.2K -134 -1%
FFA
638
Farther Finance Advisors
California
$917K +$29.7K +357 +3%
FTWA
639
Fifth Third Wealth Advisors
Ohio
$914K +$123K +1,474 +15%
XT
640
XTX Topco
Cayman Islands
$914K -$3.5M -42,095 -79%
CB
641
Cadence Bank
Mississippi
$900K -$4.66K -56 -0.5%
PIM
642
Penobscot Investment Management
Massachusetts
$897K -$6.24K -75 -0.7%
UAS
643
United Asset Strategies
New York
$895K +$9.98K +120 +1%
AF
644
Allworth Financial
California
$881K +$456K +5,481 +114%
BP
645
Ballentine Partners
Massachusetts
$881K +$98.1K +1,179 +12%
SBCM
646
Silverberg Bernstein Capital Management
New York
$880K -$291K -3,500 -25%
MA
647
Montag & Associates
Georgia
$879K -$99.9K -1,200 -10%
LA
648
LVW Advisors
New York
$876K -$136K -1,631 -13%
JIC
649
Johnson Investment Counsel
Ohio
$871K +$17.2K +207 +2%
HP
650
Hikari Power
Japan
$866K