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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
751
Wedmont Private Capital
Pennsylvania
$256K +$16.9K +136 +6%
EH
752
Equitable Holdings
New York
$252K +$21.8K +176 +9%
DWM
753
Dakota Wealth Management
Florida
$251K -$80.7K -651 -24%
NW
754
NewEdge Wealth
Pennsylvania
$249K -$79.1K -638 -23%
BC
755
Bayforest Capital
United Kingdom
$248K +$258K +2,079 New
CI
756
CX Institutional
Indiana
$245K +$255K +2,055 New
SWM
757
SeaCrest Wealth Management
New York
$245K
FB
758
Fulton Bank
Pennsylvania
$240K +$15.2K +123 +7%
AF
759
Allworth Financial
California
$239K +$97.2K +784 +61%
ABWM
760
Alpine Bank Wealth Management
Colorado
$239K +$248K +2,000 New
AAMC
761
Asset Allocation & Management Company
Illinois
$238K
RP
762
Riverwater Partners
Wisconsin
$236K -$53.8K -434 -18%
TCBWMS
763
Texas Capital Bank Wealth Management Services
Texas
$236K +$244K +1,972 New
BWM
764
BlackDiamond Wealth Management
New York
$235K -$33.7K -272 -12%
BA
765
Bridgewater Associates
Connecticut
$235K -$63.7K -514 -21%
LF
766
Lantz Financial
Illinois
$234K -$1.24K -10 -0.5%
DA
767
Dash Acquisitions
California
$234K
AWA
768
Aaron Wealth Advisors
Illinois
$232K +$241K +1,946 New
MA
769
MONECO Advisors
Connecticut
$232K -$2.48K -20 -1%
DAM
770
Delta Asset Management
Tennessee
$231K
PCM
771
Penserra Capital Management
California
$230K -$59.2K -478 -20%
FMII
772
Farmers & Merchants Investments Inc
Nebraska
$230K -$31K -250 -11%
CC
773
Courier Capital
New York
$230K -$77K -621 -24%
HWM
774
Hohimer Wealth Management
Washington
$229K
WA
775
Wealth Alliance
New York
$229K +$238K +1,919 New