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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
301
Venturi Wealth Management
Texas
$219K -$38K -1,090 -15%
LA
302
Legacy Advisors
Pennsylvania
$216K
JWM
303
Janiczek Wealth Management
Colorado
$213K +$209K +6,000 New
OIA
304
OneDigital Investment Advisors
Kansas
$210K +$206K +5,909 New
CA
305
Claro Advisors
Massachusetts
$209K +$205K +5,882 New
Bank of New York Mellon
306
Bank of New York Mellon
New York
$209K +$205K +5,875 New
PCWA
307
Pacific Capital Wealth Advisors
California
$209K +$205K +5,872 New
TPCW
308
TD Private Client Wealth
New York
$207K -$9.18K -263 -4%
VCAM
309
Van Cleef Asset Management
Ohio
$207K +$203K +5,808 New
DWA
310
Douglass Winthrop Advisors
New York
$206K +$202K +5,800 New
AFO
311
Allie Family Office
Florida
$203K +$200K +5,719 New
TC
312
TownSquare Capital
Utah
$202K -$15.5K -445 -7%
IA
313
IFP Advisors
Florida
$202K +$13.1K +376 +7%
BEI
314
Benjamin Edwards Inc
Missouri
$201K +$4.29K +123 +2%
OP
315
ORG Partners
Indiana
$182K +$873 +25 +0.5%
HI
316
Harbour Investments
Wisconsin
$179K +$21.7K +623 +14%
WWP
317
WR Wealth Planners
Missouri
$167K
SWM
318
Spire Wealth Management
Virginia
$162K +$9.01K +258 +6%
UIA
319
Ulland Investment Advisors
Minnesota
$142K
SWA
320
SOA Wealth Advisors
New York
$139K
ATC
321
Adirondack Trust Company
New York
$132K
NS
322
NBC Securities
Alabama
$129K +$128K +3,655 New
PFBT
323
Parkside Financial Bank & Trust
Missouri
$128K +$3.67K +105 +3%
CT
324
Colonial Trust
South Carolina
$124K
FHA
325
First Horizon Advisors
Tennessee
$117K +$6.11K +175 +6%