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Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
226
Kestra Private Wealth Services
Texas
$885K +$48.7K +1,092 +5%
BC
227
Brookfield Corp
Ontario, Canada
$863K +$1.01M +22,688 New
NHC
228
Nicholas Hoffman & Company
Georgia
$850K -$149K -3,353 -13%
PFO
229
Pathstone Family Office
New Jersey
$839K +$585K +13,129 +155%
NW
230
NewEdge Wealth
Pennsylvania
$838K +$107K +2,405 +12%
JFL
231
Jarislowsky, Fraser Ltd
Quebec, Canada
$834K
RCG
232
Regatta Capital Group
California
$833K +$5.48K +123 +0.7%
WWA
233
WCG Wealth Advisors
Nevada
$830K -$59.6K -1,338 -6%
QI
234
Qtron Investments
Massachusetts
$825K -$334K -7,504 -26%
CA
235
CGN Advisors
Kansas
$817K +$286K +6,418 +43%
RWM
236
Ritholtz Wealth Management
New York
$814K +$130K +2,924 +16%
BFS
237
Bard Financial Services
Connecticut
$804K +$198K +4,450 +27%
CC
238
Courier Capital
New York
$796K -$11.6K -260 -1%
1832 Asset Management
239
1832 Asset Management
Ontario, Canada
$795K -$196K -4,409 -17%
TAM
240
Tocqueville Asset Management
New York
$793K
S
241
SignatureFD
Georgia
$785K -$138K -3,102 -13%
DIP
242
DT Investment Partners
Pennsylvania
$770K +$89.7K +2,013 +11%
BF
243
BOK Financial
Oklahoma
$769K +$54.1K +1,215 +6%
DMKJ
244
David M. Knott Jr
$760K +$891K +20,000 New
DWT
245
Dorsey & Whitney Trust
South Dakota
$752K +$109K +2,455 +14%
API
246
Advisor Partners II
California
$750K +$879K +19,735 New
BS
247
Boenning & Scattergood
Pennsylvania
$736K
4WM
248
44 Wealth Management
Oregon
$727K -$26.2K -587 -3%
Allspring Global Investments
249
Allspring Global Investments
North Carolina
$720K
AWM
250
AE Wealth Management
Kansas
$716K +$75.9K +1,703 +10%