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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
601
Premier Asset Management
Illinois
$534K -$139K -1,275 -21%
AG
602
AIA Group
Hong Kong
$531K +$205K +1,878 +68%
PG
603
Proffitt & Goodson
Tennessee
$529K -$5.25K -48 -1%
MWPCG
604
Measured Wealth Private Client Group
New Hampshire
$525K -$88.7K -811 -15%
DU
605
Delphia (USA)
Ontario, Canada
$517K +$496K +4,533 New
CA
606
Clearstead Advisors
Ohio
$508K -$10.4K -95 -2%
DWA
607
Douglass Winthrop Advisors
New York
$508K – – –
ONGA
608
O'Neil Global Advisors
California
$494K +$474K +4,332 New
WWM
609
Western Wealth Management
Colorado
$493K +$473K +4,328 New
HWIS
610
Hancock Whitney Investment Services
Louisiana
$491K +$469K +4,294 New
IWM
611
IHT Wealth Management
Illinois
$489K -$408K -3,734 -47%
MC
612
Moors & Cabot
Massachusetts
$487K -$344K -3,142 -42%
IC
613
IEQ Capital
California
$486K -$311K -2,845 -40%
BIM
614
Baldwin Investment Management
Pennsylvania
$485K -$153K -1,400 -25%
FTC
615
Farmers Trust Company
Ohio
$482K -$2.73K -25 -0.6%
SWM
616
Segment Wealth Management
Texas
$482K – – –
IA
617
IFP Advisors
Florida
$479K -$5.05M -46,143 -92%
GA
618
Gateway Advisory
New Jersey
$479K +$459K +4,200 New
FDCDDQ
619
Federation des caisses Desjardins du Quebec
Quebec, Canada
$476K -$282K -2,581 -38%
ACM
620
Allred Capital Management
Texas
$475K +$219 +2 +0%
MCM
621
Manchester Capital Management
Vermont
$475K +$109K +1,000 +32%
UAS
622
United Asset Strategies
New York
$474K +$454K +4,154 New
XT
623
XTX Topco
Cayman Islands
$473K +$453K +4,144 New
LWM
624
Laidlaw Wealth Management
New York
$471K +$451K +4,122 New
AAP
625
Arax Advisory Partners
Colorado
$465K +$2.19K +20 +0.5%