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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
351
Douglass Winthrop Advisors
New York
$247K -$82.3K -2,000 -26%
CSPIA
352
Cary Street Partners Investment Advisory
Virginia
$247K
IFG
353
Independent Financial Group
California
$245K +$37K +899 +19%
SB
354
Strategic Blueprint
Georgia
$245K -$10.6K -258 -4%
AFO
355
Allie Family Office
Florida
$244K
Truist Financial
356
Truist Financial
North Carolina
$239K -$16.3K -397 -7%
PTC
357
Philadelphia Trust Company
Pennsylvania
$239K
IAIM
358
International Assets Investment Management
Florida
$237K +$4.12K +100 +2%
BHPW
359
Beverly Hills Private Wealth
California
$237K -$19.1K -465 -8%
SAS
360
Stelac Advisory Services
New York
$234K
TC
361
TownSquare Capital
Utah
$233K +$24.3K +590 +12%
LFAS
362
Level Four Advisory Services
Texas
$232K -$22.2K -538 -9%
AAM
363
Augustine Asset Management
Florida
$232K
AGC
364
Aspen Grove Capital
Colorado
$232K
Bank of Montreal
365
Bank of Montreal
Ontario, Canada
$232K -$926K -22,500 -81%
QPWM
366
Quadrant Private Wealth Management
Pennsylvania
$230K
SC
367
Searle & Co
Connecticut
$230K
OFA
368
Oak Family Advisors
Illinois
$230K +$288 +7 +0.1%
BWP
369
BSW Wealth Partners
Colorado
$229K
RT
370
Rockland Trust
Massachusetts
$229K +$15.3K +372 +7%
PCM
371
Parsons Capital Management
Rhode Island
$227K
Thrivent Financial for Lutherans
372
Thrivent Financial for Lutherans
Minnesota
$226K +$8.03K +195 +4%
VWA
373
Visionary Wealth Advisors
Illinois
$226K +$823 +20 +0.4%
CA
374
Claro Advisors
Massachusetts
$224K
SGCA
375
Steel Grove Capital Advisors
Tennessee
$223K +$659 +16 +0.3%