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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
651
Greenwich Wealth Management
Connecticut
$246K +$26.7K +422 +13%
FFA
652
First Foundation Advisors
California
$245K +$2.03K +32 +0.9%
KPW
653
Kore Private Wealth
New York
$242K -$12.3K -194 -5%
PCM
654
Presidio Capital Management
California
$239K +$229K +3,620 New
DT
655
Diversified Trust
Tennessee
$238K +$21.3K +336 +10%
S
656
SignatureFD
Georgia
$234K +$5.07K +80 +2%
CFGS
657
Concourse Financial Group Securities
Alabama
$229K +$37K +584 +20%
NW
658
NewEdge Wealth
Pennsylvania
$229K +$220K +3,468 New
WA
659
WealthTrust Axiom
Pennsylvania
$228K
PFO
660
Pathstone Family Office
New Jersey
$226K +$216K +3,416 New
WB
661
WesBanco Bank
West Virginia
$225K
BJL
662
Brighton Jones LLC
Washington
$223K -$15K -236 -7%
TWM
663
TriaGen Wealth Management
California
$223K
SW
664
SVB Wealth
Massachusetts
$223K +$213K +3,368 New
6M
665
6 Meridian
Kansas
$219K +$2.03K +32 +1%
AP
666
Atwood & Palmer
Missouri
$218K -$298K -4,700 -59%
FA
667
FC Advisory
Pennsylvania
$218K +$1.77K +28 +0.9%
PP
668
Patten & Patten
Tennessee
$217K -$5.45K -86 -3%
GAM
669
Gotham Asset Management
New York
$217K +$208K +3,286 New
LNB
670
Ledyard National Bank
$214K -$30.4K -480 -13%
1SB
671
1ST Source Bank
Indiana
$214K
RCG
672
Regatta Capital Group
California
$214K +$205K +3,230 New
CIC
673
Carnegie Investment Counsel
Ohio
$213K +$204K +3,216 New
SC
674
Savant Capital
Illinois
$213K +$204K +3,226 New
BP
675
Ballentine Partners
Massachusetts
$211K -$16.2K -256 -7%