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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
251
Dynamic Advisor Solutions
Arizona
$307K -$489 -14 -0.2%
CIC
252
Carnegie Investment Counsel
Ohio
$304K
FW
253
FirstPurpose Wealth
Utah
$302K +$23.6K +675 +9%
PGFC
254
Peapack-Gladstone Financial Corp
New Jersey
$298K +$3.25K +93 +1%
NDSI
255
Newman Dignan & Sheerar Inc
Rhode Island
$295K
TNA
256
True North Advisors
Texas
$288K +$1.22K +35 +0.4%
BCM
257
Brookstone Capital Management
Illinois
$286K -$111K -3,191 -29%
CPC
258
Cookson Peirce & Co
Pennsylvania
$285K
RIL
259
Rothschild Investment LLC
Illinois
$285K
MPCG
260
Matrix Private Capital Group
New York
$285K
RFC
261
Regions Financial Corp
Alabama
$285K
PGAM
262
Princeton Global Asset Management
New Jersey
$284K +$524 +15 +0.2%
PFO
263
Pathstone Family Office
New Jersey
$282K +$277K +7,937 New
IA
264
IFG Advisory
Georgia
$282K +$276K +7,920 New
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$281K -$17.1K -490 -6%
IAIM
266
International Assets Investment Management
Florida
$280K +$113K +3,250 +4%
PCM
267
Pointe Capital Management
Michigan
$278K -$55.4K -1,588 -17%
RJT
268
Raymond James Trust
Florida
$277K
IWC
269
Integrated Wealth Concepts
Massachusetts
$277K +$2.65K +76 +1%
SMH
270
Sanders Morris Harris
Texas
$277K
AO
271
Advisor OS
Illinois
$276K -$60.4K -1,730 -18%
WIA
272
World Investment Advisors
California
$274K
WLPWM
273
Walled Lake Planning & Wealth Management
Illinois
$272K
MOS
274
MGO One Seven
Ohio
$268K +$263K +7,543 New
BM
275
Belfer Management
New York
$263K