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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
551
Measured Wealth Private Client Group
New Hampshire
$465K +$406K +3,614 New
TC
552
TownSquare Capital
Utah
$463K +$77.8K +693 +24%
WPC
553
Wedmont Private Capital
Pennsylvania
$453K +$25.1K +224 +7%
MCM
554
MAI Capital Management
Ohio
$452K +$75.7K +674 +24%
IPW
555
Impact Partnership Wealth
Georgia
$449K +$152K +1,358 +64%
SA
556
Sanctuary Advisors
Indiana
$445K +$493K +4,395 New
TIM
557
Tevis Investment Management
Texas
$437K +$381K +3,396 New
ONB
558
Old National Bancorp
Indiana
$435K -$83.8K -746 -18%
AA
559
ALPS Advisors
Colorado
$433K -$2.25K -20 -0.6%
IWC
560
Integrated Wealth Concepts
Massachusetts
$432K +$48.5K +432 +15%
CF
561
Clarity Financial
Texas
$430K -$11.6K -103 -3%
STA
562
Summit Trail Advisors
New York
$429K +$41.8K +372 +13%
S
563
SignatureFD
Georgia
$418K +$86K +766 +31%
CCA
564
Checchi Capital Advisers
California
$415K – – –
BHPW
565
Beverly Hills Private Wealth
California
$411K +$8.76K +78 +3%
FNT
566
First National Trust
Pennsylvania
$409K – – –
BWP
567
Balboa Wealth Partners
Arizona
$406K +$11.8K +105 +3%
S
568
Sachetta
Massachusetts
$400K -$2.36K -21 -0.6%
PA
569
Pinnacle Associates
New York
$398K -$11.7K -104 -3%
OAM
570
Oxford Asset Management
United Kingdom
$391K +$341K +3,035 New
OFS
571
OneAscent Financial Services
Alabama
$388K +$338K +3,011 New
HCMT
572
Highland Capital Management (Tennessee)
Tennessee
$386K +$337K +3,000 New
LFM
573
LGT Fund Management
Liechtenstein
$386K +$337K +3,000 New
PA
574
Parallel Advisors
California
$376K +$22.7K +202 +7%
CCM
575
Coldstream Capital Management
Washington
$375K +$12.7K +113 +4%