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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
801
Waldron Private Wealth
Pennsylvania
$204K +$198K +818 New
PFBT
802
Parkside Financial Bank & Trust
Missouri
$203K -$1.45K -6 -0.7%
KA
803
Klingman & Associates
New York
$203K +$197K +813 New
CFG
804
Cooper Financial Group
California
$202K +$196K +810 New
FHA
805
Flagship Harbor Advisors
Massachusetts
$202K +$11.6K +48 +6%
KCM
806
Kanawha Capital Management
Virginia
$201K +$194K +803 New
BRWA
807
B. Riley Wealth Advisors
Florida
$201K -$48.4K -200 -19%
IIC
808
Integrated Investment Consultants
Michigan
$200K +$194K +802 New
MHR
809
Matthew Hamilton Rosenberg
$195K
KFAS
810
Keating Financial Advisory Services
Kansas
$193K -$1.08M -4,487 -85%
QC
811
Quent Capital
New York
$185K -$484 -2 -0.3%
MEG
812
Millstone Evans Group
Colorado
$173K -$1.69K -7 -1%
BC
813
Bayforest Capital
United Kingdom
$168K +$162K +671 New
FAMI
814
Fideuram Asset Management (Ireland)
$167K -$275K -1,137 -61%
NEWAS
815
N.E.W. Advisory Services
Wisconsin
$154K
MPWT
816
MassMutual Private Wealth & Trust
Connecticut
$144K -$32.6K -135 -19%
CH
817
Cromwell Holdings
Wyoming
$143K
WBC
818
Westpac Banking Corp
Australia
$137K -$61.9K -256 -32%
BTI
819
Blue Trust Inc
Georgia
$134K -$3.14K -13 -2%
IA
820
IFP Advisors
Florida
$132K -$2.9K -12 -2%
AF
821
Advisornet Financial
Minnesota
$132K +$725 +3 +0.6%
TWD
822
True Wealth Design
Ohio
$123K +$7.5K +31 +7%
OL
823
OneFund LLC
Florida
$120K +$7.98K +33 +8%
UB
824
UMB Bank
Missouri
$120K +$6.29K +26 +6%
GAG
825
Goodman Advisory Group
Massachusetts
$117K