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Name Holding Trade Value Shares
Change
Change in
Stake
AT
651
Arlington Trust
Alabama
$388K
MIM
652
Merrion Investment Management
New Jersey
$388K
WBC
653
Westpac Banking Corp
Australia
$385K
PPWP
654
Premier Path Wealth Partners
New Jersey
$380K +$967 +8 +0.3%
FFM
655
Fullerton Fund Management
Singapore
$380K +$355K +2,937 New
FBT
656
First Bankers Trust
Kentucky
$379K
RFC
657
Regions Financial Corp
Alabama
$377K +$22.2K +184 +7%
GM
658
GeoWealth Management
Illinois
$375K +$351K +2,902 New
Members Trust
659
Members Trust
Florida
$371K
DWA
660
Douglass Winthrop Advisors
New York
$368K
GIA
661
Gateway Investment Advisers
Ohio
$367K -$1.09K -9 -0.3%
BHIA
662
Birch Hill Investment Advisors
Massachusetts
$365K
SIA
663
Schechter Investment Advisors
Michigan
$365K -$5.44K -45 -2%
GL
664
Graypoint LLC
New York
$364K +$2.42K +20 +0.7%
ATPW
665
Ashton Thomas Private Wealth
Arizona
$362K -$19.2K -159 -5%
SCA
666
Snowden Capital Advisors
New York
$360K +$337K +2,786 New
LSAG
667
Lake Street Advisors Group
New Hampshire
$360K -$45.4K -376 -12%
AA
668
ALPS Advisors
Colorado
$355K +$332K +2,750 New
NERM
669
New England Research & Management
Illinois
$355K
MFS
670
Mirabella Financial Services
United Kingdom
$355K +$331K +2,736 New
PP
671
Paloma Partners
Connecticut
$354K +$331K +2,736 New
BWM
672
Blossom Wealth Management
California
$350K +$2.42K +20 +0.7%
PGFC
673
Peapack-Gladstone Financial Corp
New Jersey
$344K -$11.7K -97 -4%
FWM
674
FFT Wealth Management
Pennsylvania
$344K +$35.4K +293 +12%
FM
675
Family Management
New York
$344K