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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
451
Simon Quick Advisors
New Jersey
$284K +$12.9K +497 +5%
BFG
452
Bleakley Financial Group
New Jersey
$282K +$6.92K +267 +3%
SS
453
Simplicity Solutions
Minnesota
$282K +$268K +10,339 New
HTHT
454
Hemenway Trust Hemenway Trust
New Hampshire
$279K -$1.68K -65 -0.6%
LNC
455
Lincoln National Corp
Pennsylvania
$279K +$11.6K +446 +5%
SCA
456
Snowden Capital Advisors
New York
$277K -$10.3K -398 -4%
CAM
457
Cresset Asset Management
Illinois
$269K -$225K -8,693 -47%
SFG
458
Synergy Financial Group
California
$266K
FFA
459
Founders Financial Alliance
North Carolina
$266K +$13.3K +515 +6%
TPA
460
Trivium Point Advisory
Connecticut
$266K
WW
461
Westshore Wealth
California
$264K +$10.4K +403 +4%
DZ Bank
462
DZ Bank
Germany
$259K
GCM
463
Greenland Capital Management
New York
$259K +$246K +9,500 New
RFN
464
Redwood Financial Network
Ohio
$254K -$3.13K -121 -1%
B
465
Bellecapital
Switzerland
$252K -$25.5K -986 -10%
EAM
466
Eschler Asset Management
United Kingdom
$252K
1IA
467
1834 Investment Advisors
Wisconsin
$247K +$235K +9,068 New
NC
468
NinePointTwo Capital
California
$247K +$235K +9,082 New
EWM
469
Evercore Wealth Management
New York
$247K
VWA
470
V Wealth Advisors
Kansas
$245K +$233K +9,000 New
SCP
471
Sender Company & Partners
New York
$245K -$1.04M -40,091 -82%
TCM
472
Tufton Capital Management
Maryland
$243K -$5.83K -225 -2%
FFM
473
Forum Financial Management
Illinois
$242K +$26 +1 +0%
RA
474
Resolute Advisors
California
$242K
AWS
475
Atria Wealth Solutions
New York
$239K +$5.31K +205 +2%