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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
326
Dakota Wealth Management
Florida
$167K +$220K +15,290 New
PWM
327
Perigon Wealth Management
California
$165K +$1.51K +105 +0.7%
NYLIM
328
New York Life Investment Management
New York
$165K -$6.92K -480 -3%
GC
329
Guggenheim Capital
Illinois
$164K -$477K -33,068 -69%
CIA
330
Concurrent Investment Advisors
Florida
$163K +$99.6K +6,913 +87%
LNWWM
331
Laird Norton Wetherby Wealth Management
California
$159K -$18.8K -1,301 -8%
ARG
332
Advisory Resource Group
Oklahoma
$156K +$205K +14,244 New
Neuberger Berman Group
333
Neuberger Berman Group
New York
$153K -$320K -22,169 -61%
AGA
334
Accuvest Global Advisors
Utah
$152K +$202 +14 +0.1%
CFO
335
Collective Family Office
Pennsylvania
$151K +$199K +13,777 New
MC
336
Moors & Cabot
Massachusetts
$150K +$41.7K +2,890 +27%
SPC
337
Sigma Planning Corp
Michigan
$150K +$198K +13,719 New
MA
338
Montag & Associates
Georgia
$150K +$27.6K +1,917 +16%
VC
339
Vicus Capital
Pennsylvania
$149K +$20.5K +1,422 +12%
AWM
340
AE Wealth Management
Kansas
$149K -$224K -15,574 -53%
A
341
AlphaQuest
New York
$149K +$191K +13,226 +3,536%
CT
342
Colonial Trust
South Carolina
$148K
MC
343
Machina Capital
France
$148K +$194K +13,493 New
Baird Financial Group
344
Baird Financial Group
Wisconsin
$147K -$238K -16,540 -55%
BAM
345
Belpointe Asset Management
Nevada
$145K +$42.2K +2,930 +28%
MIM
346
MetLife Investment Management
New Jersey
$144K +$4.11K +285 +2%
VI
347
Vestcor Inc
New Brunswick, Canada
$142K -$1.92K -133 -1%
CL
348
Choreo LLC
Illinois
$140K +$39.3K +2,724 +27%
HWM
349
HB Wealth Management
Georgia
$138K +$182K +12,626 New
BSW
350
Buckingham Strategic Wealth
Missouri
$138K +$13.7K +951 +8%