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Name Holding Trade Value Shares
Change
Change in
Stake
AA
276
Ancora Advisors
Ohio
$374K +$54.4K +3,080 +21%
IAA
277
Independent Advisor Alliance
North Carolina
$373K +$2.65K +150 +0.8%
SG
278
StoneX Group
New York
$370K -$78.2K -4,430 -20%
QI
279
QS Investors
New York
$370K -$12.2K -690 -4%
HSA
280
HBK Sorce Advisory
Pennsylvania
$369K +$315K +17,850 New
1CM
281
1492 Capital Management
Wisconsin
$368K -$515K -29,160 -62%
PWPS
282
Pinnacle Wealth Planning Services
Ohio
$364K +$311K +17,620 New
V
283
Veritable
Delaware
$356K
CAM
284
Cresset Asset Management
Illinois
$348K +$272K +15,430 +1,094%
TI
285
Trexquant Investment
Connecticut
$347K +$296K +16,780 New
PNC
286
Park National Corp
Ohio
$345K +$295K +16,690 New
CAM
287
Cypress Asset Management
Texas
$341K -$4.41K -250 -1%
BAM
288
Belpointe Asset Management
Nevada
$341K +$100K +5,670 +52%
CAPTRUST Financial Advisors
289
CAPTRUST Financial Advisors
North Carolina
$340K -$2.47K -140 -0.8%
DBT
290
Dubuque Bank & Trust
Iowa
$324K
AC
291
Athanor Capital
New York
$320K +$274K +15,500 New
HH
292
Hilltop Holdings
Texas
$312K
DWM
293
Dorchester Wealth Management
Quebec, Canada
$310K
WJA
294
Williams Jones & Associates
New York
$310K +$265K +15,000 New
NL
295
NWAM LLC
Washington
$306K +$261K +14,790 New
PL
296
Parkwood LLC
Ohio
$304K +$260K +14,710 New
AAS
297
Avantax Advisory Services
Texas
$301K -$15.2K -860 -6%
KWM
298
Kingsview Wealth Management
Oregon
$301K +$257K +14,560 New
WF
299
Welch & Forbes
Massachusetts
$300K
PA
300
Parallel Advisors
California
$295K -$14.5K -820 -5%