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Name Holding Trade Value Shares
Change
Change in
Stake
DWA
826
Douglass Winthrop Advisors
New York
$357K +$360K +10,000 New
LNWWM
827
Laird Norton Wetherby Wealth Management
California
$355K -$171K -4,753 -32%
B
828
Bellecapital
Switzerland
$355K -$19.4K -539 -5%
VLC
829
Van Leeuwen & Company
New Jersey
$354K
PFGIA
830
Patriot Financial Group Insurance Agency
Massachusetts
$353K -$57.2K -1,590 -14%
PCA
831
Pallas Capital Advisors
Massachusetts
$351K -$12.8K -356 -3%
AAS
832
Avantax Advisory Services
Texas
$349K +$88.9K +2,472 +34%
PWM
833
Perigon Wealth Management
California
$343K -$108K -2,997 -24%
TCM
834
Traynor Capital Management
Pennsylvania
$343K +$98K +2,726 +39%
AC
835
ASB Consultores
Florida
$343K +$104K +2,889 +43%
FWM
836
Forefront Wealth Management
Pennsylvania
$343K +$147K +4,085 +74%
PP
837
Paloma Partners
Connecticut
$341K +$96.6K +2,686 +39%
FB
838
Fulton Bank
Pennsylvania
$341K +$106K +2,943 +44%
VVP
839
Venture Visionary Partners
Ohio
$340K -$10.8K -299 -3%
B
840
BloombergSen
Ontario, Canada
$339K +$342K +9,500 New
Axa
841
Axa
France
$336K +$339K +9,422 New
SIC
842
Samalin Investment Counsel
New York
$336K
BHBT
843
Burke & Herbert Bank & Trust
Virginia
$335K
TSS
844
Two Sigma Securities
New York
$334K -$1.78M -49,629 -84%
CAM
845
CenterStar Asset Management
Illinois
$332K
AWM
846
Avitas Wealth Management
California
$329K -$839K -23,322 -72%
WCG
847
Weaver Consulting Group
California
$328K -$9.35K -260 -3%
CGH
848
Crossmark Global Holdings
Texas
$327K +$7.19K +200 +2%
DP
849
Dearborn Partners
Illinois
$326K +$50.3K +1,399 +18%
SF
850
Synovus Financial
Georgia
$325K -$59.8K -1,664 -15%