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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
501
Sigma Investment Counselors
Michigan
$236K
CCA
502
Checchi Capital Advisers
California
$236K +$4.4K +19 +2%
TWM
503
Tradition Wealth Management
Minnesota
$235K
IC
504
Intersect Capital
California
$235K +$9.04K +39 +4%
WPW
505
Waldron Private Wealth
Pennsylvania
$235K +$226K +976 New
IWC
506
Integrated Wealth Concepts
Massachusetts
$232K +$4.17K +18 +2%
AAS
507
Avantax Advisory Services
Texas
$231K -$7.42K -32 -3%
TAM
508
Trust Asset Management
Texas
$231K +$11.4K +49 +5%
GP
509
Geneva Partners
Wisconsin
$230K -$1.9M -8,215 -90%
HA
510
Herold Advisors
New York
$227K +$218K +940 New
RP
511
Rice Partnership
Hawaii
$226K
ARC
512
Advisor Resource Council
Texas
$224K -$5.1K -22 -2%
QCG
513
Quadrant Capital Group
Ohio
$221K +$4.4K +19 +2%
NP
514
NorthRock Partners
Minnesota
$220K +$211K +909 New
ATC
515
Argent Trust Co
Tennessee
$218K -$23.2K -100 -10%
CH
516
Canton Hathaway
Rhode Island
$207K
KWM
517
Kolinsky Wealth Management
New Jersey
$206K +$2.55K +11 +1%
FMAEN1
518
Fund Management at Engine No 1
California
$205K +$196K +847 New
SC
519
SouthState Corp
Florida
$204K +$195K +843 New
SWM
520
SeaCrest Wealth Management
New York
$202K -$1.16K -5 -0.6%
TWI
521
Thomas White International
Illinois
$202K
EWM
522
Empirical Wealth Management
Washington
$201K +$193K +832 New
HNB
523
Huntington National Bank
Ohio
$200K
BG
524
Bollard Group
Massachusetts
$197K
SIM
525
Sentry Investment Management
Wisconsin
$195K -$31.3K -135 -14%