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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
301
Altium Wealth Management
New York
$455K +$158K +3,250 +57%
RWM
302
Ritholtz Wealth Management
New York
$453K +$431K +8,876 New
ISL
303
Ingalls & Snyder LLC
New York
$448K -$9.72K -200 -2%
ASN
304
Advisory Services Network
Georgia
$446K -$20K -412 -5%
W
305
WealthStone
Ohio
$438K +$417K +8,575 New
CG
306
Colony Group
Massachusetts
$434K -$4.23K -87 -1%
WIA
307
Wealthstreet Investment Advisors
Texas
$434K +$14.6K +300 +4%
AWE
308
Avidian Wealth Enterprises
Texas
$431K +$31.1K +640 +8%
CG
309
Caprock Group
Idaho
$430K -$115K -2,370 -22%
PG
310
Patten Group
Tennessee
$429K +$32.7K +673 +9%
TCOV
311
Trust Company of Vermont
Vermont
$425K -$43.4K -892 -10%
IAA
312
Independent Advisor Alliance
North Carolina
$422K
VF
313
Virtu Financial
New York
$415K +$395K +8,137 New
CSIC
314
Clifford Swan Investment Counsel
California
$408K
AAP
315
Ardsley Advisory Partners
Connecticut
$403K +$384K +7,900 New
GWM
316
GSB Wealth Management
Connecticut
$398K
PA
317
Parallel Advisors
California
$398K +$12.1K +249 +3%
TWI
318
Thomas White International
Illinois
$395K
SCM
319
Stonebridge Capital Management
California
$391K -$68K -1,400 -16%
SW
320
SVB Wealth
Massachusetts
$387K +$114K +2,350 +45%
GBT
321
Grove Bank & Trust
Florida
$380K -$25.3K -521 -7%
MAFM
322
Mid Atlantic Financial Management
Pennsylvania
$374K -$45.3K -932 -11%
PFPT
323
Pinnacle Financial Partners (Tennessee)
Tennessee
$371K +$91.1K +1,874 +35%
BFM
324
Boothbay Fund Management
New York
$367K +$349K +7,184 New
SFS
325
Sowell Financial Services
Arkansas
$366K -$79.9K -1,645 -19%