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Name Holding Trade Value Shares
Change
Change in
Stake
AC
476
Athanor Capital
New York
$726K -$3.12M -29,518 -81%
FMWA
477
Forvis Mazars Wealth Advisors
Missouri
$725K -$105K -992 -13%
Lido Advisors
478
Lido Advisors
California
$723K +$209K +1,979 +42%
PFA
479
Pathway Financial Advisors
Vermont
$720K
BFS
480
Bradley Foster & Sargent
Connecticut
$716K +$7.41K +70 +1%
GT
481
Greenleaf Trust
Michigan
$714K +$23.1K +218 +3%
RE
482
RBC Europe
United Kingdom
$711K -$17.3K -163 -2%
WJWM
483
Williams Jones Wealth Management
New York
$706K -$10.6K -100 -2%
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$704K -$13.1K -124 -2%
RIM
485
Regent Investment Management
Kentucky
$703K
ZCA
486
Zeke Capital Advisors
Pennsylvania
$703K +$1.8K +17 +0.3%
ASN
487
Advisory Services Network
Georgia
$703K +$422K +3,985 +159%
MWM
488
Meridian Wealth Management
Kentucky
$699K -$10.2K -96 -1%
CBA
489
Coastal Bridge Advisors
Connecticut
$697K +$87.2K +824 +15%
LKIM
490
Lawson Kroeker Investment Management
Nebraska
$692K
BAS
491
Brown Advisory Securities
Maryland
$685K -$42.3K -400 -6%
MRCM
492
M&R Capital Management
New Jersey
$685K +$21.2K +200 +3%
OPW
493
Oxler Private Wealth
New York
$684K
YIH
494
Y-Intercept (HK)
Hong Kong
$683K +$659K +6,223 New
WSFS
495
Wilmington Savings Fund Society
Delaware
$681K -$10.6K -100 -2%
WB
496
WesBanco Bank
West Virginia
$674K +$659K +6,225 New
MLL
497
Moody Lynn & Lieberson
Massachusetts
$670K +$22.3K +211 +4%
HI
498
Harbour Investments
Wisconsin
$668K +$654K +6,175 New
SSWM
499
Smith Salley Wealth Management
North Carolina
$667K +$652K +6,163 New
JHCP
500
Jackson Hole Capital Partners
Oklahoma
$665K