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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
651
West Branch Capital
Massachusetts
$220K
PGFC
652
Peapack-Gladstone Financial Corp
New Jersey
$218K
TCM
653
Tradewinds Capital Management
Washington
$217K +$55.3K +754 +36%
ONB
654
Old National Bancorp
Indiana
$217K +$210K +2,862 New
SPC
655
Stewart & Patten Company
California
$216K
FNBSF
656
First National Bank Sioux Falls
South Dakota
$215K -$1.32K -18 -0.6%
ABC
657
Associated Banc-Corp
Wisconsin
$213K
AC
658
Alexandria Capital
Virginia
$212K
AWE
659
Avidian Wealth Enterprises
Texas
$212K +$205K +2,794 New
SI
660
SimpliFi Inc
California
$212K +$205K +2,796 New
SRC
661
Stone Run Capital
New York
$212K +$205K +2,800 New
MPWT
662
MassMutual Private Wealth & Trust
Connecticut
$211K -$3.67K -50 -2%
NA
663
NewEdge Advisors
Louisiana
$211K
WAS
664
WESPAC Advisors SoCal
California
$210K +$1.47K +20 +0.7%
BFA
665
Beaumont Financial Advisors
Massachusetts
$209K
ARMC
666
American Research & Management Company
Massachusetts
$206K
VCM
667
Violich Capital Management
California
$205K +$199K +2,706 New
SW
668
SVB Wealth
Massachusetts
$204K +$197K +2,688 New
GLR
669
Great Lakes Retirement
Ohio
$203K +$197K +2,688 New
AF
670
Affiance Financial
Minnesota
$202K +$195K +2,664 New
IWC
671
Integrated Wealth Concepts
Massachusetts
$201K -$10.1K -138 -5%
WAM
672
Wealthspire Advisors (Maryland)
Maryland
$200K +$194K +2,644 New
GWS
673
Glassman Wealth Services
Virginia
$196K +$185K +2,526 +4,074%
KPW
674
Kore Private Wealth
New York
$196K +$190K +2,594 New
FRA
675
Front Row Advisors
California
$175K