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Name Holding Trade Value Shares
Change
Change in
Stake
UBP
1126
Union Bancaire Privee
Switzerland
$266K +$295K +7,034 New
CBT
1127
Central Bank & Trust
Kentucky
$266K -$20.4K -485 -7%
IFWM
1128
Institute for Wealth Management
Colorado
$265K +$2.31K +55 +0.8%
KFGK
1129
Keystone Financial Group (Kentucky)
Kentucky
$265K +$3.44K +82 +1%
MFA
1130
Mayflower Financial Advisors
Massachusetts
$265K +$1.43K +34 +0.5%
RFP
1131
Roth Financial Partners
Texas
$265K
LSAG
1132
Lake Street Advisors Group
New Hampshire
$264K +$3.78K +90 +1%
OAM
1133
Oppenheimer Asset Management
New York
$264K +$2.94K +70 +1%
DWT
1134
Dorsey & Whitney Trust
South Dakota
$263K +$3.61K +86 +1%
AIC
1135
Archer Investment Corporation
Indiana
$263K +$32K +762 +13%
ZIG
1136
Zuckerman Investment Group
Illinois
$263K -$8.1K -193 -3%
MLA
1137
My Legacy Advisors
Oregon
$262K +$672 +16 +0.2%
1W
1138
1776 Wealth
Georgia
$261K
CSPIA
1139
Cary Street Partners Investment Advisory
Virginia
$261K -$313K -7,451 -52%
GAG
1140
GM Advisory Group
New York
$261K +$3.99K +95 +1%
CT
1141
Colonial Trust
South Carolina
$260K +$39K +930 +16%
WW
1142
Westshore Wealth
California
$260K +$285K +6,781 New
SCM
1143
Sterneck Capital Management
Missouri
$259K +$284K +6,753 New
SCI
1144
S&CO Inc
Massachusetts
$258K
MMA
1145
Miracle Mile Advisors
California
$256K -$4.5M -107,303 -94%
MFIM
1146
Mesirow Financial Investment Management
Illinois
$255K -$172K -4,106 -38%
CAG
1147
Crestwood Advisors Group
Massachusetts
$254K +$278K +6,621 New
BJL
1148
Brighton Jones LLC
Washington
$253K +$49K +1,166 +21%
HFP
1149
Holistic Financial Partners
Indiana
$252K -$210 -5 -0.1%
PC
1150
Pecaut & Co
Iowa
$249K