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Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
851
Portside Wealth Group
Utah
$380K +$31.9K +67 +9%
FGP
852
Freestone Grove Partners
California
$375K -$34.4M -72,188 -99%
WA
853
Waverly Advisors
Alabama
$375K -$11.9K -25 -3%
MF
854
Magnetar Financial
Illinois
$374K -$456K -956 -54%
CI
855
Corient IA
Florida
$372K – – –
RI
856
Ridgewood Investments
New Jersey
$371K – – –
AWM
857
Aprio Wealth Management
Georgia
$370K +$33.8K +71 +10%
QCM
858
QRG Capital Management
Illinois
$366K +$33.4K +70 +10%
E
859
Entelevest
Florida
$365K +$47.2K +99 +14%
IG
860
IFS Group
Pennsylvania
$363K -$47.7K -100 -11%
VCM
861
Virtue Capital Management
Tennessee
$361K -$40K -84 -10%
WR
862
WD Rutherford
Oregon
$360K -$431K -904 -54%
FCBT
863
First Citizens Bank & Trust
North Carolina
$359K +$373K +782 New
BTI
864
Blue Trust Inc
Georgia
$358K -$227K -476 -38%
PCP
865
Proficio Capital Partners
Massachusetts
$357K +$371K +778 New
OL
866
Optas LLC
Texas
$356K +$86.3K +181 +30%
AF
867
Allworth Financial
California
$353K +$44.3K +93 +14%
KFS
868
Kurt F. Somerville
$353K +$366K +768 New
ICP
869
Interchange Capital Partners
Pennsylvania
$350K +$92K +193 +34%
FFA
870
Fairfield Financial Advisors
Massachusetts
$350K -$29.6K -62 -8%
HNB
871
Huntington National Bank
Ohio
$348K +$24.3K +51 +7%
PM
872
Pembroke Management
Quebec, Canada
$348K +$107K +225 +42%
HFM
873
Harvest Fund Management
China
$347K -$71.5K -150 -17%
IFG
874
Independent Financial Group
California
$345K -$431K -905 -55%
IWM
875
IHT Wealth Management
Illinois
$344K +$357K +749 New
33 34
35
36 37