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Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
501
Lake Street Advisors Group
New Hampshire
$353K -$41.1K -189 -11%
WCF
502
West Coast Financial
California
$350K
HPM
503
Hoxton Planning & Management
West Virginia
$346K -$869 -4 -0.3%
WTC
504
WhitTier Trust Company
Nevada
$344K -$4.85M -22,334 -93%
FAIM
505
Financial Advocates Investment Management
Washington
$343K -$10.9K -50 -3%
NP
506
NorthRock Partners
Minnesota
$343K +$50.6K +233 +18%
PA
507
Profund Advisors
Maryland
$341K -$1.96K -9 -0.6%
BFG
508
Bleakley Financial Group
New Jersey
$339K +$22.4K +103 +7%
SW
509
Simplicity Wealth
New Jersey
$339K +$22.4K +103 +7%
SWM
510
Shakespeare Wealth Management
Wisconsin
$339K -$13.9K -64 -4%
SCM
511
Suvretta Capital Management
New York
$336K
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$334K -$217 -1 -0.1%
CWS
513
Confluence Wealth Services
Pennsylvania
$334K +$2.17K +10 +0.7%
SPWG
514
Sage Private Wealth Group
Illinois
$332K +$86.2K +397 +36%
FB
515
Fulton Bank
Pennsylvania
$331K +$2.17K +10 +0.7%
HFAS
516
Hummer Financial Advisory Services
Illinois
$329K
AO
517
Advisor OS
Illinois
$327K -$14.8K -68 -4%
ACIM
518
Azimuth Capital Investment Management
Michigan
$325K
CTC
519
Central Trust Company
Missouri
$321K -$37.6K -173 -11%
MA
520
Mutual Advisors
Nebraska
$320K +$25.4K +117 +9%
MM
521
MQS Management
New York
$315K +$312K +1,435 New
Nomura Holdings
522
Nomura Holdings
Japan
$313K +$310K +1,427 New
PWPS
523
Pinnacle Wealth Planning Services
Ohio
$313K -$9.78K -45 -3%
Lido Advisors
524
Lido Advisors
California
$313K -$30.6K -141 -9%
MYAM
525
Meiji Yasuda Asset Management
Japan
$308K