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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
476
Wealthspire Advisors (Maryland)
Maryland
$241K +$241K +8,110 New
CIA
477
CSat Investment Advisory
Michigan
$239K +$41.9K +1,412 +21%
TI
478
Tidal Investments
Wisconsin
$239K +$41.9K +1,412 +21%
Nordea Investment Management
479
Nordea Investment Management
Sweden
$238K
PIA
480
Piedmont Investment Advisors
North Carolina
$238K +$237K +7,993 New
22CM
481
20/20 Capital Management
California
$236K +$188K +6,350 New
APG Asset Management
482
APG Asset Management
Netherlands
$236K +$264K +8,900 New
LNC
483
Lincoln National Corp
Pennsylvania
$234K +$234K +7,887 New
SAG
484
Spotlight Asset Group
Illinois
$233K +$255K +8,600 New
PFS
485
Prospera Financial Services
Texas
$232K +$232K +7,813 New
TC
486
Tatro Capital
Kentucky
$231K +$230K +7,767 New
IFAM
487
Institutional & Family Asset Management
Colorado
$227K +$212K +7,142 +1,446%
LWM
488
Laidlaw Wealth Management
New York
$225K +$225K +7,570 New
NA
489
NewEdge Advisors
Louisiana
$221K -$111K -3,738 -33%
FWM
490
Frontier Wealth Management
Missouri
$216K +$216K +7,264 New
FMT
491
First Mercantile Trust
Tennessee
$214K -$2.97K -100 -1%
SS
492
Simplicity Solutions
Minnesota
$212K +$212K +7,132 New
MAFM
493
Mid Atlantic Financial Management
Pennsylvania
$210K +$210K +7,069 New
BPC
494
Banque Pictet & Cie
Switzerland
$206K +$206K +6,937 New
PNAA
495
Pictet North America Advisors
Switzerland
$206K +$206K +6,937 New
TSS
496
Two Sigma Securities
New York
$204K +$204K +6,873 New
CAG
497
Crestwood Advisors Group
Massachusetts
$201K +$201K +6,764 New
ZB
498
Zions Bancorporation
Utah
$199K +$54.6K +1,840 +38%
CBT
499
Capital Bank & Trust
California
$196K +$195K +6,589 New
HIA
500
Harbor Investment Advisory
Maryland
$176K +$176K +5,925 New