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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
601
Prelude Capital Management
New York
$160K +$157K +2,512 New
CAM
602
Columbia Asset Management
Michigan
$150K
WAM
603
Wealthspire Advisors (Maryland)
Maryland
$147K -$6.56K -105 -4%
QCG
604
Quadrant Capital Group
Ohio
$143K +$35.7K +572 +32%
TAM
605
Tiverton Asset Management
Delaware
$142K
IWP
606
Icon Wealth Partners
Texas
$139K -$2.25K -36 -2%
LFG
607
LifePlan Financial Group
Ohio
$135K
WTB
608
Washington Trust Bank
Washington
$131K
BAM
609
Belpointe Asset Management
Nevada
$129K +$875 +14 +0.7%
First Manhattan
610
First Manhattan
New York
$127K
FANJ
611
Financial Architects (New Jersey)
New Jersey
$126K -$22.9K -367 -16%
HNB
612
Huntington National Bank
Ohio
$126K -$3.69K -59 -3%
PI
613
PineBridge Investments
New York
$121K -$178K -2,850 -60%
MIFH
614
Migdal Insurance & Financial Holdings
Israel
$120K +$76.7K +1,227 +189%
AWM
615
Avior Wealth Management
Nebraska
$119K -$2K -32 -2%
PA
616
Parallel Advisors
California
$118K +$18.1K +290 +19%
BWL
617
Bogart Wealth LLC
Virginia
$116K -$34.4K -550 -23%
TC
618
Truvestments Capital
Florida
$115K +$113K +1,803 New
CSS
619
Cubist Systematic Strategies
Connecticut
$114K +$92.7K +1,484 +495%
BFEC
620
Benjamin F. Edwards & Company
Missouri
$113K +$125 +2 +0.1%
KTC
621
Kistler-Tiffany Companies
Pennsylvania
$108K +$17.9K +287 +20%
CIAS
622
Capital Investment Advisory Services
North Carolina
$104K -$9.69K -155 -9%
M
623
MOTCO
Texas
$104K -$7.43K -119 -7%
ARMT
624
Amica Retiree Medical Trust
Rhode Island
$104K
FWM
625
Focused Wealth Management
New York
$102K