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Name Holding Trade Value Shares
Change
Change in
Stake
IAN
676
Integrated Advisors Network
Texas
$293K +$267K +5,035 New
WANY
677
Wealthspire Advisors (New York)
New York
$292K +$266K +5,022 New
AAM
678
AR Asset Management
California
$291K
TAIM
679
TD Ameritrade Investment Management
Nebraska
$291K +$111K +2,089 +72%
FHB
680
First Hawaiian Bank
Hawaii
$287K +$261K +4,928 New
PGA
681
Portland Global Advisors
Maine
$285K
LC
682
Lindbrook Capital
California
$285K +$21.5K +405 +9%
AP
683
Americana Partners
Texas
$285K +$259K +4,878 New
NFP
684
Narus Financial Partners
Utah
$285K -$5.3K -100 -2%
PA
685
Procyon Advisors
Connecticut
$283K +$258K +4,863 New
TC
686
TownSquare Capital
Utah
$282K +$11.8K +223 +5%
NP
687
NorthRock Partners
Minnesota
$271K -$344K -6,487 -58%
MIFH
688
Migdal Insurance & Financial Holdings
Israel
$270K -$272K -5,119 -52%
IWP
689
Icon Wealth Partners
Texas
$267K +$9.39K +177 +4%
SIMM
690
Stillwater Investment Management (Minnesota)
Minnesota
$265K +$1.22K +23 +0.5%
PTP
691
Platform Technology Partners
New York
$261K +$238K +4,493 New
PGFC
692
Peapack-Gladstone Financial Corp
New Jersey
$257K -$29.3K -552 -11%
BWP
693
Baldwin Wealth Partners
Massachusetts
$257K +$14.9K +281 +7%
RhumbLine Advisers
694
RhumbLine Advisers
Massachusetts
$256K
HCA
695
Harbour Capital Advisors
Virginia
$256K +$233K +4,400 New
AW
696
ACG Wealth
Georgia
$251K -$49.8K -938 -18%
BOS
697
Bank of Stockton
California
$251K
DC
698
Davenport & Co
Virginia
$251K +$229K +4,323 New
CQS
699
Credential Qtrade Securities
$250K +$4.14K +78 +2%
CWM
700
Circle Wealth Management
New Jersey
$249K +$227K +4,288 New