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Name Holding Trade Value Shares
Change
Change in
Stake
WJWM
351
Williams Jones Wealth Management
New York
$487K
CAL
352
Capital Analysts LLC
Pennsylvania
$479K +$84.5K +2,500 +26%
PWLP
353
Prio Wealth Limited Partnership
Massachusetts
$477K
AT
354
Arden Trust
Delaware
$474K +$76.4K +2,260 +23%
JWM
355
Jackson Wealth Management
Florida
$470K +$338K +10,000 New
MAFM
356
Mid Atlantic Financial Management
Pennsylvania
$468K +$77.4K +2,290 +24%
QCM
357
Quest Capital Management
Texas
$467K +$5.41K +160 +1%
OC
358
Oppenheimer & Co
New York
$466K -$163K -4,830 -29%
DAS
359
Dynamic Advisor Solutions
Arizona
$464K +$145K +4,290 +58%
MC
360
Moors & Cabot
Massachusetts
$456K
MWM
361
Meridian Wealth Management
Kentucky
$453K +$110K +3,250 +40%
CAGAS
362
Capital Advisory Group Advisory Services
Minnesota
$451K -$95.7K -2,830 -20%
CAAS
363
Capital Asset Advisory Services
Michigan
$448K +$308K +9,100 New
KPCM
364
Kings Point Capital Management
New York
$445K -$45.7K -1,350 -11%
Cetera Investment Advisers
365
Cetera Investment Advisers
Illinois
$445K +$101K +3,000 +37%
AWE
366
Avidian Wealth Enterprises
Texas
$445K +$378K +11,190 New
ASN
367
Advisory Services Network
Georgia
$444K -$462K -13,660 -55%
SXL
368
Summit X LLC
Missouri
$441K +$375K +11,090 New
MAM
369
Mastrapasqua Asset Management
Tennessee
$437K
PFS
370
Prospera Financial Services
Texas
$437K +$372K +11,000 New
WSTAM
371
Wilbanks Smith & Thomas Asset Management
Virginia
$435K
V
372
Veritable
Delaware
$435K +$1.69K +50 +0.5%
PA
373
Paragon Advisors
Texas
$421K +$332K +9,810 New
DWT
374
Dorsey & Whitney Trust
South Dakota
$420K -$7.1K -210 -2%
APA
375
American Portfolios Advisors
New York
$420K +$14.5K +430 +4%