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Name Holding Trade Value Shares
Change
Change in
Stake
ISL
301
Ingalls & Snyder LLC
New York
$454K +$28.4K +575 +7%
CTC
302
Central Trust Company
Missouri
$446K -$945K -19,167 -68%
CFB
303
Cullen/Frost Bankers
Texas
$442K -$2.47K -50 -0.5%
SCA
304
Snowden Capital Advisors
New York
$434K +$112K +2,280 +34%
MPPW
305
Mitchell & Pahl Private Wealth
Oklahoma
$432K +$439K +8,895 New
LSAG
306
Lake Street Advisors Group
New Hampshire
$431K -$54.9K -1,114 -11%
CWP
307
Curated Wealth Partners
California
$431K +$438K +8,880 New
IFWM
308
Institute for Wealth Management
Colorado
$429K -$70.7K -1,434 -14%
Marshall Wace
309
Marshall Wace
United Kingdom
$429K +$435K +8,822 New
PFPT
310
Pinnacle Financial Partners (Tennessee)
Tennessee
$426K +$58.3K +1,182 +16%
SCM
311
Snow Capital Management
Pennsylvania
$425K -$69.1K -1,402 -14%
ACA
312
Atlas Capital Advisors
Wyoming
$424K -$90.4K -1,832 -17%
PWPS
313
Pinnacle Wealth Planning Services
Ohio
$414K +$105K +2,138 +33%
CA
314
CGN Advisors
Kansas
$414K +$420K +8,514 New
WIA
315
Wealthstreet Investment Advisors
Texas
$413K
CG
316
Caprock Group
Idaho
$410K -$937 -19 -0.2%
MCIA
317
Mountain Capital Investment Advisors
Colorado
$399K +$50.2K +1,017 +14%
CIA
318
Cohen Investment Advisors
New Hampshire
$398K +$404K +8,196 New
TCOV
319
Trust Company of Vermont
Vermont
$397K -$19.7K -400 -5%
MA
320
Mezzasalma Advisors
New Jersey
$397K +$403K +8,170 New
CSIC
321
Clifford Swan Investment Counsel
California
$396K
CT
322
Chicago Trust
Illinois
$389K +$395K +8,000 New
GIA
323
Gladstone Institutional Advisory
Florida
$387K +$22.7K +460 +6%
GWM
324
GSB Wealth Management
Connecticut
$379K
QCM
325
Quest Capital Management
Texas
$378K +$108K +2,184 +39%