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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
501
Corient Capital Partners
California
$491K +$19.9K +329 +6%
BRWA
502
B. Riley Wealth Advisors
Florida
$485K +$13.6K +225 +4%
SA
503
Strategic Advisors
New York
$481K +$364K +6,000 New
PT
504
Plimoth Trust
Massachusetts
$480K -$33.6K -554 -8%
SMH
505
Sanders Morris Harris
Texas
$479K
GCA
506
Greenwood Capital Associates
South Carolina
$478K +$106K +1,749 +42%
BFG
507
Bouchey Financial Group
New York
$471K +$355K +5,863 New
DT
508
Diversified Trust
Tennessee
$466K +$71.9K +1,187 +26%
V
509
Veritable
Delaware
$464K +$50.9K +840 +17%
NA
510
NewEdge Advisors
Louisiana
$463K +$59K +974 +20%
CG
511
Cutler Group
California
$462K -$59.2K -977 -14%
MCC
512
Money Concepts Capital
Florida
$457K -$123K -2,021 -26%
CA
513
Cetera Advisors
Colorado
$457K -$3.03K -50 -0.9%
OWA
514
Outlook Wealth Advisors
Texas
$451K +$341K +5,619 New
BEC
515
Blue Edge Capital
Virginia
$450K
GBT
516
Grove Bank & Trust
Florida
$448K +$45.5K +750 +16%
VI
517
Vestcor Inc
New Brunswick, Canada
$446K -$12.2K -201 -3%
MPPW
518
Mitchell & Pahl Private Wealth
Oklahoma
$444K
IA
519
IndexIQ Advisors
New York
$443K +$27.5K +454 +9%
BIM
520
Baldwin Investment Management
Pennsylvania
$441K -$6.06K -100 -2%
CWA
521
Clearview Wealth Advisors
Oregon
$441K +$3.39K +56 +1%
S
522
Seeyond
France
$436K -$278K -4,581 -46%
HCMT
523
Highland Capital Management (Tennessee)
Tennessee
$436K +$329K +5,426 New
BIAS
524
Beacon Investment Advisory Services
New Jersey
$425K +$7.39K +122 +2%
BSB
525
Bangor Savings Bank
Maine
$416K +$38.6K +637 +14%