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Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
251
BlackRock
New York
$473K +$260K +2,011 +125%
AC
252
Addenda Capital
Quebec, Canada
$469K
CBT
253
Capital Bank & Trust
California
$469K +$18.1K +140 +4%
IWA
254
Intercontinental Wealth Advisors
Texas
$461K +$97.8K +758 +27%
WANY
255
Wealthspire Advisors (New York)
New York
$450K -$111K -858 -20%
HCMNY
256
Howard Capital Management (New York)
New York
$443K
FWCM
257
Ferguson Wellman Capital Management
Oregon
$442K -$7.09M -54,935 -94%
OWA
258
One Wealth Advisors
California
$435K -$50.7K -393 -11%
BFEC
259
Benjamin F. Edwards & Company
Missouri
$435K +$195K +1,507 +82%
Charles Schwab
260
Charles Schwab
California
$434K -$143K -1,110 -25%
BS
261
Banco Santander
Spain
$430K
WA
262
Wealth Alliance
New York
$425K -$421K -3,264 -50%
PGFC
263
Peapack-Gladstone Financial Corp
New Jersey
$419K -$69.7K -540 -14%
FAIM
264
Financial Advocates Investment Management
Washington
$416K -$71.5K -554 -15%
OWM
265
OneAscent Wealth Management
Alabama
$416K +$411K +3,187 New
1832 Asset Management
266
1832 Asset Management
Ontario, Canada
$415K +$49.4K +383 +14%
PWPS
267
Pinnacle Wealth Planning Services
Ohio
$408K +$42.2K +327 +12%
MG
268
Mather Group
Illinois
$408K +$61.3K +475 +18%
TC
269
TownSquare Capital
Utah
$401K -$817K -6,333 -67%
CB
270
Commerce Bank
Missouri
$397K -$12.8K -99 -3%
AC
271
Avestar Capital
New York
$393K +$39K +302 +11%
RhumbLine Advisers
272
RhumbLine Advisers
Massachusetts
$387K +$34.8K +270 +10%
SW
273
SVB Wealth
Massachusetts
$385K -$60.4K -468 -14%
Cambridge Investment Research Advisors
274
Cambridge Investment Research Advisors
Iowa
$382K +$52.3K +405 +16%
AO
275
Advisor OS
Illinois
$381K +$376K +2,917 New