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Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$639K +$4.19K +63 +0.7%
Brown Advisory
127
Brown Advisory
Maryland
$621K -$45.2K -680 -7%
OAM
128
Oppenheimer Asset Management
New York
$614K +$83.9K +1,263 +16%
DTC
129
Davidson Trust Company
Washington
$608K
CCG
130
Cypress Capital Group
Florida
$582K
PA
131
PSI Advisors
Florida
$576K -$17.7K -266 -3%
SOAMC
132
Spirit of America Management Corp
New York
$574K
MT
133
Midwest Trust
Kansas
$573K
SG Americas Securities
134
SG Americas Securities
New York
$570K +$561K +8,447 New
SWA
135
SFMG Wealth Advisors
Texas
$560K
CCM
136
Cohen Capital Management
California
$554K
KWM
137
Kingsview Wealth Management
Oregon
$540K -$603K -9,067 -53%
Bank of New York Mellon
138
Bank of New York Mellon
New York
$532K -$142K -2,139 -21%
UPS
139
UHLMANN PRICE SECURITIES
Illinois
$527K -$3.65K -55 -0.7%
UAG
140
United Advisor Group
Ohio
$521K -$24.6K -370 -5%
P
141
&Partners
Tennessee
$514K -$132K -1,981 -21%
BEI
142
Benjamin Edwards Inc
Missouri
$512K -$20.3K -306 -4%
MCM
143
MAI Capital Management
Ohio
$512K +$139K +2,089 +38%
OC
144
Oppenheimer & Co
New York
$511K +$15K +225 +3%
AWE
145
Avidian Wealth Enterprises
Texas
$506K +$38.1K +574 +8%
BAAM
146
Baker Avenue Asset Management
California
$503K -$50.7K -763 -9%
Corient Private Wealth
147
Corient Private Wealth
Florida
$492K +$483K +7,267 New
AAS
148
Ameritas Advisory Services
Nebraska
$488K +$481K +7,230 New
CFB
149
Cullen/Frost Bankers
Texas
$484K -$1.66K -25 -0.3%
SGCA
150
Steel Grove Capital Advisors
Tennessee
$475K