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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
276
Focused Wealth Management
New York
$357K -$3.75K -64 -1%
CNWM
277
Clay Northam Wealth Management
California
$356K -$15.9K -271 -4%
M&T Bank
278
M&T Bank
New York
$353K -$89.3K -1,523 -21%
Carson Wealth (CWM LLC)
279
Carson Wealth (CWM LLC)
Nebraska
$348K -$45.9K -782 -12%
EF
280
Empowered Funds
Pennsylvania
$335K +$29.8K +509 +10%
AWA
281
Arkadios Wealth Advisors
Georgia
$333K -$55.1K -939 -14%
OWM
282
Opes Wealth Management
California
$330K -$293 -5 -0.1%
GIP
283
Greatmark Investment Partners
Georgia
$330K
LWA
284
Ledgewood Wealth Advisors
New Hampshire
$326K
CL
285
Choreo LLC
Illinois
$324K +$308K +5,256 New
Neuberger Berman Group
286
Neuberger Berman Group
New York
$323K -$160K -2,728 -34%
Janus Henderson Group
287
Janus Henderson Group
$323K -$37.9K -646 -11%
Schroder Investment Management Group
288
Schroder Investment Management Group
United Kingdom
$322K -$245K -4,176 -44%
SW
289
SVB Wealth
Massachusetts
$306K -$222K -3,785 -43%
PFGIA
290
Patriot Financial Group Insurance Agency
Massachusetts
$306K -$19.2K -327 -6%
CF
291
Centaurus Financial
California
$301K +$23.5K +400 +9%
AA
292
Axiom Advisory
California
$299K +$299K +5,103 New
TVM
293
True Vision MN
Minnesota
$292K +$2.46K +42 +0.9%
BIAS
294
Beacon Investment Advisory Services
New Jersey
$290K -$30.2K -515 -10%
Macquarie Group
295
Macquarie Group
Australia
$283K
EC
296
EntryPoint Capital
New York
$279K +$244K +4,162 +841%
Pathstone Holdings
297
Pathstone Holdings
New Jersey
$279K -$42.3K -721 -13%
SCM
298
Saxony Capital Management
Missouri
$278K -$40.6K -692 -13%
TMAM
299
Tokio Marine Asset Management
Japan
$277K +$28.8K +491 +12%
OCBCO
300
Oversea-Chinese Banking Corp (OCBC)
Singapore
$276K +$270K +4,611 New