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Name Holding Trade Value Shares
Change
Change in
Stake
NWP
451
Northstar Wealth Partners
Connecticut
$318K
BWP
452
Bernardo Wealth Planning
Pennsylvania
$317K +$32.2K +1,605 +10%
SFFS
453
Stonehage Fleming Financial Services
Jersey
$316K +$259K +12,900 +319%
AWE
454
Avidian Wealth Enterprises
Texas
$314K
RCAG
455
Rehmann Capital Advisory Group
Michigan
$313K +$8.43K +420 +3%
LC
456
Lourd Capital
California
$311K -$38.5K -1,920 -10%
LSA
457
L & S Advisors
California
$308K
BAAM
458
Baker Avenue Asset Management
California
$302K -$4.82K -240 -1%
DAS
459
Dynamic Advisor Solutions
Arizona
$299K +$33.4K +1,665 +12%
SW
460
SVB Wealth
Massachusetts
$297K +$90.3K +4,500 +39%
ANTB
461
AMG National Trust Bank
Colorado
$295K +$1.51K +75 +0.5%
PWAG
462
Polaris Wealth Advisory Group
California
$293K
ECM
463
Evergreen Capital Management
Washington
$292K
GLA
464
Great Lakes Advisors
Illinois
$291K -$3.07M -153,000 -91%
HPWM
465
Highland Private Wealth Management
Washington
$288K +$11.4K +570 +4%
AI
466
Accredited Investors
Minnesota
$288K +$46.4K +2,310 +18%
WSFS
467
Wilmington Savings Fund Society
Delaware
$287K -$22.6K -1,125 -7%
Macquarie Group
468
Macquarie Group
Australia
$286K -$10.2M -508,050 -97%
AMCA
469
Arthur M. Cohen & Associates
Illinois
$284K -$117K -5,850 -28%
SRC
470
Shufro Rose & Co
New York
$284K +$4.52K +225 +2%
CCM
471
Covington Capital Management
California
$283K -$45.2K -2,250 -13%
CWM
472
Centric Wealth Management
Illinois
$283K +$3.01K +150 +1%
FAM
473
Fred Alger Management
New York
$282K -$9.07M -452,070 -97%
AFG
474
Albion Financial Group
Utah
$280K
HC
475
HNP Capital
New York
$277K -$20.8K -1,035 -7%