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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
751
Highland Private Wealth Management
Washington
$2.87M -$9.12K -42 -0.3%
BLAM
752
Bourne Lent Asset Management
New York
$2.85M
SF
753
Summit Financial
New Jersey
$2.85M +$2.73M +12,561 New
AF
754
Allworth Financial
California
$2.83M -$26.1K -120 -1%
PGFC
755
Peapack-Gladstone Financial Corp
New Jersey
$2.81M -$59.9K -276 -2%
BBHC
756
Brown Brothers Harriman & Co
New York
$2.8M -$117K -540 -4%
AWM
757
Altium Wealth Management
New York
$2.8M -$436K -2,007 -14%
PWLP
758
Prio Wealth Limited Partnership
Massachusetts
$2.8M -$16.3K -75 -0.6%
ANTB
759
AMG National Trust Bank
Colorado
$2.79M -$169K -780 -6%
CW
760
CreativeOne Wealth
Kansas
$2.79M -$1.67M -7,686 -38%
LSAG
761
Lake Street Advisors Group
New Hampshire
$2.79M +$92.5K +426 +4%
CAM
762
Centre Asset Management
New York
$2.79M -$762K -3,510 -22%
Bessemer Group
763
Bessemer Group
New Jersey
$2.78M +$368K +1,695 +16%
RFG
764
Range Financial Group
Oregon
$2.77M +$94.4K +435 +4%
EI
765
Ethic Inc
New York
$2.75M -$185K -852 -7%
PFA
766
Pure Financial Advisors
California
$2.75M -$2.08M -9,594 -44%
FFS
767
Founders Financial Securities
Maryland
$2.73M +$1.84M +8,475 +238%
SFG
768
SNS Financial Group
Minnesota
$2.72M +$163K +753 +7%
ZCM
769
Ziegler Capital Management
Illinois
$2.72M +$2.61M +12,000 New
CAG
770
Crestwood Advisors Group
Massachusetts
$2.72M -$109K -501 -4%
AFP
771
Ausdal Financial Partners
Iowa
$2.71M -$12.4K -57 -0.5%
ICG
772
InterOcean Capital Group
Tennessee
$2.69M +$101K +465 +4%
BCA
773
Berman Capital Advisors
Georgia
$2.69M +$400K +1,842 +18%
GWS
774
Glassman Wealth Services
Virginia
$2.69M +$15.6K +72 +0.6%
WP
775
WealthSource Partners
California
$2.68M +$20.8K +96 +0.8%