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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1401
Venturi Wealth Management
Texas
$361K +$246K +1,655 +250%
Bank Julius Baer & Co
1402
Bank Julius Baer & Co
Switzerland
$359K -$17.4K -117 -6%
RMDI
1403
R.M. Davis Inc
Maine
$359K -$82.2K -552 -19%
EB
1404
Eastern Bank
Massachusetts
$359K +$110K +738 +47%
SC
1405
Searle & Co
Connecticut
$358K
RCA
1406
Resonant Capital Advisors
Wisconsin
$358K +$16.1K +108 +5%
CP
1407
Creekside Partners
California
$357K -$3.72K -25 -1%
LCM
1408
LRT Capital Management
Texas
$357K +$46K +309 +16%
CBT
1409
Central Bank & Trust
Kentucky
$356K +$20K +134 +6%
PPP
1410
Private Portfolio Partners
New Jersey
$354K +$339K +2,274 New
WKSWA
1411
White Knight Strategic Wealth Advisors
New Jersey
$354K +$338K +2,272 New
FFG
1412
Fortem Financial Group
California
$354K -$688K -4,617 -67%
VFA
1413
Voya Financial Advisors
Connecticut
$351K +$39.2K +263 +13%
SCM
1414
Stonebridge Capital Management
California
$351K
XT
1415
XTX Topco
Cayman Islands
$350K -$1.06M -7,105 -76%
TSWM
1416
Tyler-Stone Wealth Management
Ohio
$349K +$120K +806 +56%
SPWG
1417
Sage Private Wealth Group
Illinois
$349K +$16.7K +112 +5%
EARNEST Partners
1418
EARNEST Partners
Georgia
$349K +$4.02K +27 +1%
ACH
1419
ArrowMark Colorado Holdings
Colorado
$348K
BFG
1420
Beacon Financial Group
Texas
$348K +$42.4K +285 +15%
PCS
1421
Personal CFO Solutions
New Jersey
$346K -$19.1K -128 -5%
NRI
1422
NFP Retirement Inc
California
$346K -$4.47K -30 -1%
PWLP
1423
Prio Wealth Limited Partnership
Massachusetts
$344K
1WM
1424
1858 Wealth Management
Ohio
$344K -$110K -741 -25%
MFG
1425
Magnus Financial Group
New York
$344K +$21.9K +147 +7%