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Name Holding Trade Value Shares
Change
Change in
Stake
MC
551
Moors & Cabot
Massachusetts
$385K +$7.94K +55 +2%
WJWM
552
Williams Jones Wealth Management
New York
$384K -$1.88K -13 -0.5%
SWP
553
Stratos Wealth Partners
Ohio
$383K +$26.6K +184 +7%
FL
554
Fort LP
Maryland
$381K +$401K +2,779 New
LA
555
LVW Advisors
New York
$380K +$400K +2,768 New
PWP
556
Principle Wealth Partners
Connecticut
$377K
SAM
557
Silvercrest Asset Management
New York
$377K
BAM
558
Belpointe Asset Management
Nevada
$376K +$103K +712 +35%
SIM
559
Stratos Investment Management
Ohio
$375K +$394K +2,732 New
OL
560
Optas LLC
Texas
$372K +$4.04K +28 +1%
PFGIA
561
Patriot Financial Group Insurance Agency
Massachusetts
$371K +$433 +3 +0.1%
LCM
562
Laurion Capital Management
New York
$370K +$390K +2,700 New
AIS
563
American Investment Services
Massachusetts
$369K
PA
564
Parallel Advisors
California
$369K +$21.9K +152 +6%
CFA
565
Camarda Financial Advisors
Florida
$367K -$7.94K -55 -2%
FCH
566
Freestone Capital Holdings
Washington
$360K +$49.5K +343 +15%
VI
567
Versor Investments
New York
$358K +$377K +2,612 New
AWM
568
Apollon Wealth Management
South Carolina
$356K +$36.2K +251 +11%
HPC
569
HM Payson & Co
Maine
$353K +$289 +2 +0.1%
TPCW
570
TD Private Client Wealth
New York
$352K +$119K +821 +47%
LFA
571
Landmark Financial Advisors
Kentucky
$351K -$144 -1 -0%
FRM
572
Fox Run Management
Connecticut
$350K +$369K +2,554 New
BFM
573
Boston Financial Management
Massachusetts
$346K +$364K +2,520 New
BS
574
Boenning & Scattergood
Pennsylvania
$344K
AIA
575
Armor Investment Advisors
North Carolina
$343K