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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
501
Prio Wealth Limited Partnership
Massachusetts
$379K – – –
SGAM
502
Smith Group Asset Management
Texas
$377K +$400K +1,970 New
WPC
503
Wedmont Private Capital
Pennsylvania
$371K +$22.5K +111 +7%
DAM
504
Diamant Asset Management
Connecticut
$364K – – –
DAS
505
Diversify Advisory Services
Utah
$364K +$1.22K +6 +0.3%
GLA
506
Good Life Advisors
Pennsylvania
$361K +$383K +1,888 New
QCG
507
Quadrant Capital Group
Ohio
$361K +$8.93K +44 +2%
AI
508
Atria Investments
North Carolina
$357K +$379K +1,868 New
CIA
509
Concurrent Investment Advisors
Florida
$356K +$138K +678 +57%
UF
510
Univest Financial
Pennsylvania
$355K +$128K +629 +51%
SDIC
511
South Dakota Investment Council
South Dakota
$352K – – –
Bessemer Group
512
Bessemer Group
New Jersey
$346K +$16.6K +82 +5%
CG
513
Cynosure Group
Utah
$344K +$28.4K +140 +8%
FFM
514
Forum Financial Management
Illinois
$338K +$203 +1 +0.1%
PPWM
515
Perissos Private Wealth Management
Oklahoma
$338K +$812 +4 +0.2%
TCM
516
Twin Capital Management
Pennsylvania
$337K +$358K +1,763 New
HNB
517
Huntington National Bank
Ohio
$335K +$9.13K +45 +3%
TAM
518
Trust Asset Management
Texas
$327K – – –
NA
519
NewEdge Advisors
Louisiana
$324K +$314K +1,549 +1,068%
GLA
520
Great Lakes Advisors
Illinois
$320K -$51.1K -252 -13%
BCV
521
Banque Cantonale Vaudoise
Switzerland
$314K +$333K +1,641 New
WCM
522
Weaver Capital Management
Georgia
$313K +$332K +1,635 New
BP
523
Ballentine Partners
Massachusetts
$312K +$17.7K +87 +6%
A
524
Allianz
Germany
$312K -$1.19M -5,870 -78%
PWG
525
Portside Wealth Group
Utah
$309K -$4.46K -22 -1%