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Name Holding Trade Value Shares
Change
Change in
Stake
PRC
401
Pearl River Capital
Michigan
$220K +$287K +4,751 New
QPWM
402
Quadrant Private Wealth Management
Pennsylvania
$217K +$283K +4,692 New
MSFS
403
Main Street Financial Solutions
Pennsylvania
$217K +$283K +4,698 New
BA
404
Bridge Advisory
California
$215K
LWAC
405
Laurel Wealth Advisors (California)
California
$214K +$279K +4,616 New
KFP
406
KMG Fiduciary Partners
Ohio
$212K +$145K +2,407 +110%
BF
407
BOK Financial
Oklahoma
$210K -$1.96M -32,507 -88%
GC
408
Guggenheim Capital
Illinois
$209K -$744K -12,334 -73%
BMSSC
409
B. Metzler seel. Sohn & Co
Germany
$208K -$372K -6,172 -58%
KPW
410
Kore Private Wealth
New York
$208K -$45.7K -757 -14%
WP
411
WMS Partners
Maryland
$208K
CLOS
412
Compagnie Lombard Odier SCmA
Switzerland
$206K +$145K +2,400 +117%
VBFG
413
Vishria Bird Financial Group
Tennessee
$205K
LNWWM
414
Laird Norton Wetherby Wealth Management
California
$202K +$18.1K +300 +7%
SBIA
415
Sheaff Brock Investment Advisors
Indiana
$201K +$54.3K +900 +26%
WMP
416
Wealth Management Partners
Arizona
$201K +$241K +4,000 New
ASN
417
Advisory Services Network
Georgia
$186K +$91.3K +1,513 +61%
AAM
418
Advisors Asset Management
Colorado
$184K +$77.2K +1,280 +47%
VAM
419
Vienna Asset Management
California
$180K +$73K +1,210 +45%
BBHC
420
Brown Brothers Harriman & Co
New York
$177K
BC
421
Burleson & Co
California
$176K +$229K +3,800 New
EW
422
Evoke Wealth
California
$160K +$66.4K +1,100 +47%
LWCFA
423
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K
AWM
424
Accel Wealth Management
Iowa
$156K +$13.2K +219 +7%
SPWG
425
Sage Private Wealth Group
Illinois
$152K +$11.9K +197 +6%