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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
301
YorkBridge Wealth Partners
New York
$148K +$3.72K +37 +3%
IA
302
IFP Advisors
Florida
$145K +$82.6K +821 +148%
FL
303
Fort LP
Maryland
$121K +$115K +1,148 New
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$117K +$3.62K +36 +3%
PHK
305
Point72 Hong Kong
Hong Kong
$116K +$111K +1,103 New
WAM
306
Wealthspire Advisors (Maryland)
Maryland
$111K +$4.93K +49 +5%
DAM
307
Delta Asset Management
Tennessee
$105K
PAM
308
Panagora Asset Management
Massachusetts
$105K
Qube Research & Technologies (QRT)
309
Qube Research & Technologies (QRT)
United Kingdom
$93K +$88.7K +882 New
IUHSA
310
Itau Unibanco Holding S.A.
Brazil
$87K +$83.4K +829 New
ST
311
Smithfield Trust
Pennsylvania
$84K
ASN
312
Advisory Services Network
Georgia
$84K +$2.62K +26 +4%
LNB
313
Ledyard National Bank
$79K
LWM
314
Lenox Wealth Management
Ohio
$78K +$17.7K +176 +31%
IWP
315
Icon Wealth Partners
Texas
$77K +$73.8K +734 New
BC
316
Bartlett & Co
Ohio
$74K
BCWM
317
Bartlett & Co Wealth Management
Ohio
$73.5K
HNB
318
Huntington National Bank
Ohio
$69K -$15.1K -150 -19%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$64.7K -$8.05K -80 -11%
PCG
320
Private Capital Group
Connecticut
$61K -$6.24K -62 -10%
PCP
321
Proficio Capital Partners
Massachusetts
$59K
CTC
322
Central Trust Company
Missouri
$57K +$55K +547 New
GFP
323
Gryphon Financial Partners
Ohio
$56K +$53.4K +531 New
QAM
324
QCI Asset Management
New York
$55K
EFSCE
325
Enterprise Financial Services Corp (EFSC)
Missouri
$53K