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Name Holding Trade Value Shares
Change
Change in
Stake
AWE
451
Avidian Wealth Enterprises
Texas
$322K +$399K +18,150 New
BPC
452
Banque Pictet & Cie
Switzerland
$321K
CRC
453
Curi RMB Capital
Illinois
$320K -$51.5K -2,340 -11%
SVI
454
Strategic Vision Investment
Hong Kong
$319K -$5.89M -267,750 -94%
BA
455
Birinyi Associates
Connecticut
$319K -$49.5K -2,250 -11%
HIC
456
Holderness Investments Company
North Carolina
$319K -$8.25K -375 -2%
BHA
457
Beech Hill Advisors
New York
$317K -$779K -35,430 -66%
SW
458
SVB Wealth
Massachusetts
$311K +$63.7K +2,895 +20%
AAM
459
Advisors Asset Management
Colorado
$310K -$5.28K -240 -2%
AAM
460
Azzad Asset Management
Virginia
$306K +$115K +5,235 +44%
SAM
461
Silvercrest Asset Management
New York
$304K -$3.3K -150 -0.9%
FCI
462
Financial Counselors Inc
Kansas
$303K -$400K -18,165 -52%
AA
463
Apriem Advisors
California
$302K -$755K -34,335 -67%
Schroder Investment Management Group
464
Schroder Investment Management Group
United Kingdom
$301K
EWA
465
EP Wealth Advisors
California
$301K +$69K +3,135 +23%
PFA
466
Pinnacle Family Advisors
Missouri
$298K -$24.7K -1,125 -6%
AF
467
Advisornet Financial
Minnesota
$296K -$1.56M -70,740 -81%
FT
468
Fiduciary Trust
Massachusetts
$294K
AF
469
Allworth Financial
California
$292K +$8.25K +375 +2%
ECM
470
Evergreen Capital Management
Washington
$289K +$84.1K +3,825 +31%
PWAG
471
Polaris Wealth Advisory Group
California
$287K -$296K -13,455 -45%
CS
472
Cannell & Spears
New York
$287K
SBWM
473
Sunflower Bank Wealth Management
Arizona
$282K
NFG
474
Next Financial Group
Texas
$278K +$113K +5,130 +49%
FTI
475
Fiduciary Trust International
Massachusetts
$271K