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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
301
Wedmont Private Capital
Pennsylvania
$493K +$137K +2,016 +42%
JAFL
302
Jay A. Fishman Ltd
Michigan
$492K
KAS
303
Kestra Advisory Services
Texas
$479K +$208K +3,071 +83%
CW
304
Connectus Wealth
Ohio
$478K +$136 +2 +0%
ANTB
305
AMG National Trust Bank
Colorado
$471K -$158K -2,325 -26%
WT
306
Washington Trust
Rhode Island
$468K
BCM
307
Bayesian Capital Management
New York
$465K +$46.1K +679 +12%
IWC
308
Integrated Wealth Concepts
Massachusetts
$465K +$83.4K +1,228 +23%
KeyBank National Association
309
KeyBank National Association
Ohio
$465K -$16.8K -248 -4%
NMIMC
310
Northwestern Mutual Investment Management Company
Wisconsin
$463K -$89.2K -1,314 -17%
TAM
311
Tocqueville Asset Management
New York
$462K
IC
312
IEQ Capital
California
$461K -$253K -3,720 -36%
HIM
313
Hillsdale Investment Management
Ontario, Canada
$460K +$441K +6,500 New
JMPWA
314
JP Morgan Private Wealth Advisors
California
$456K +$113K +1,671 +35%
NA
315
NewEdge Advisors
Louisiana
$451K +$1.26M +18,595 New
GLAM
316
Gardner Lewis Asset Management
Pennsylvania
$444K +$425K +6,265 New
HC
317
HNP Capital
New York
$438K
VRM
318
Vectors Research Management
New York
$438K
PFO
319
Pathstone Family Office
New Jersey
$437K +$5.16K +76 +1%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$428K -$729K -10,737 -64%
CMS
321
Capital Market Strategies
Florida
$418K -$20.4K -300 -5%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$417K +$20.8K +307 +6%
EF
323
Empirical Finance
Pennsylvania
$415K +$26.4K +389 +7%
JF
324
Jump Financial
Illinois
$414K -$809K -11,914 -67%
V
325
Veritable
Delaware
$413K +$9.3K +137 +2%