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Name Holding Trade Value Shares
Change
Change in
Stake
TA
1026
Tiedemann Advisors
New York
$827K +$139K +2,159 +19%
BHWM
1027
Bar Harbor Wealth Management
New Hampshire
$825K -$13.8K -214 -2%
FUBT
1028
First United Bank & Trust
Maryland
$825K -$4.38K -68 -0.5%
NB
1029
Nicolet Bankshares
Wisconsin
$822K +$11.7K +181 +1%
Kovitz Investment Group Partners
1030
Kovitz Investment Group Partners
Illinois
$821K -$276K -4,289 -24%
CAN
1031
Cetera Advisor Networks
California
$820K +$176K +2,728 +25%
RWM
1032
Ritholtz Wealth Management
New York
$819K +$866K +13,445 New
Fiera Capital (Canada)
1033
Fiera Capital (Canada)
Quebec, Canada
$813K -$2.71M -42,058 -76%
FPS
1034
Fieldpoint Private Securities
Connecticut
$812K -$9.72K -151 -1%
WAM
1035
Wealthspire Advisors (Maryland)
Maryland
$810K -$123K -1,917 -13%
PHK
1036
Point72 Hong Kong
Hong Kong
$809K +$601K +9,336 +236%
HI
1037
HBK Investments
Texas
$809K +$855K +13,275 New
Qube Research & Technologies (QRT)
1038
Qube Research & Technologies (QRT)
United Kingdom
$808K +$853K +13,256 New
TSWM
1039
Triangle Securities Wealth Management
North Carolina
$803K -$42.2K -655 -5%
PCAP
1040
Pratt Collard Advisory Partners
New York
$798K -$19.3K -300 -2%
EAM
1041
Evanson Asset Management
California
$795K -$49.1K -763 -6%
IB
1042
Intrust Bank
Kansas
$790K -$347K -5,386 -29%
SS
1043
Simplicity Solutions
Minnesota
$787K -$315K -4,889 -27%
FBT
1044
First Bankers Trust
Kentucky
$785K -$51.5K -800 -6%
LA
1045
Lynch & Associates
Indiana
$777K -$80.3K -1,248 -9%
VFA
1046
Valeo Financial Advisors
Indiana
$772K -$70.8K -1,099 -7%
YWP
1047
YorkBridge Wealth Partners
New York
$772K -$20K -310 -2%
GIA
1048
GHP Investment Advisors
Colorado
$772K -$19.4K -302 -2%
BCP
1049
Berkeley Capital Partners
Georgia
$772K +$4.76K +74 +0.6%
HC
1050
Henshaw Capital
Massachusetts
$769K +$4.44K +69 +0.5%