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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
201
International Assets Investment Management
Florida
$423K +$32.8K +1,095 +8%
SPIA
202
Steward Partners Investment Advisory
New York
$414K +$689 +23 +0.2%
CAM
203
CenterStar Asset Management
Illinois
$410K
CC
204
Claybrook Capital
Massachusetts
$403K +$46.9K +1,566 +13%
VI
205
Vestcor Inc
New Brunswick, Canada
$403K +$409K +13,633 New
PGFC
206
Peapack-Gladstone Financial Corp
New Jersey
$393K +$5.96K +199 +2%
SWM
207
Spire Wealth Management
Virginia
$388K +$299K +9,975 +317%
MPCG
208
Matrix Private Capital Group
New York
$379K
IAA
209
Independent Advisor Alliance
North Carolina
$368K +$8.72K +291 +2%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$367K +$28.9K +964 +8%
William Blair & Company
211
William Blair & Company
Illinois
$365K -$140K -4,679 -28%
PCM
212
Pointe Capital Management
Michigan
$358K -$187K -6,229 -34%
DADC
213
D.A. Davidson & Co
Montana
$356K +$18K +599 +5%
SIMG
214
Sonora Investment Management Group
Arizona
$347K +$351K +11,717 New
RSWM
215
Robertson Stephens Wealth Management
California
$344K
SSG
216
Summit Securities Group
New York
$340K -$83.9K -2,800 -20%
SGCA
217
Steel Grove Capital Advisors
Tennessee
$337K +$94.2K +3,142 +38%
S
218
SignatureFD
Georgia
$329K -$35.1K -1,170 -10%
Nuveen
219
Nuveen
North Carolina
$324K -$36.6K -1,220 -10%
CCC
220
Crescent Capital Consulting
Louisiana
$323K -$175K -5,851 -35%
MMG
221
Monetary Management Group
Missouri
$322K
BWP
222
Baldwin Wealth Partners
Massachusetts
$319K
SG
223
Somerset Group
Minnesota
$296K
BF
224
BOK Financial
Oklahoma
$294K +$180 +6 +0.1%
AUB
225
Atlantic Union Bankshares
Virginia
$293K +$297K +9,899 New