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Name Holding Trade Value Shares
Change
Change in
Stake
SCA
451
Sassicaia Capital Advisers
New York
$243K +$239K +10,000 New
SQA
452
Simon Quick Advisors
New Jersey
$241K +$9.73K +408 +4%
TPA
453
Trivium Point Advisory
Connecticut
$238K – – –
PAM
454
Premier Asset Management
Illinois
$238K +$234K +9,797 New
LNC
455
Lincoln National Corp
Pennsylvania
$237K -$186K -7,805 -44%
SFG
456
Synergy Financial Group
California
$237K -$405K -16,979 -64%
PAS
457
Park Avenue Securities
New York
$234K -$17.6K -739 -7%
DZ Bank
458
DZ Bank
Germany
$231K – – –
RFN
459
Redwood Financial Network
Ohio
$229K – – –
AWM
460
Apollon Wealth Management
South Carolina
$227K -$10.4K -434 -4%
WW
461
Westshore Wealth
California
$226K – – –
EAM
462
Eschler Asset Management
United Kingdom
$224K – – –
FFA
463
Founders Financial Alliance
North Carolina
$224K -$2.62K -110 -1%
TCM
464
Tufton Capital Management
Maryland
$221K -$4.17K -175 -2%
EWM
465
Evercore Wealth Management
New York
$220K – – –
FFM
466
Forum Financial Management
Illinois
$216K -$110K -4,628 -34%
V
467
Veritable
Delaware
$216K +$212K +8,876 New
RA
468
Resolute Advisors
California
$215K – – –
Northwestern Mutual Wealth Management
469
Northwestern Mutual Wealth Management
Wisconsin
$214K +$29.8K +1,251 +17%
RG
470
Rathbones Group
United Kingdom
$211K -$2.86K -120 -1%
AWS
471
Atria Wealth Solutions
New York
$207K +$204K +8,544 New
S
472
SignatureFD
Georgia
$205K -$4.15K -174 -2%
BCV
473
Banque Cantonale Vaudoise
Switzerland
$205K – – –
NCM
474
Next Capital Management
New York
$203K +$200K +8,370 New
OMIC
475
Old Mission Investment Co
Michigan
$202K +$199K +8,325 New