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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
301
Brown Advisory
Maryland
$259K +$239K +1,844 New
RG
302
Rathbones Group
United Kingdom
$257K +$237K +1,827 New
AIM
303
AIA Investment Management
Singapore
$253K +$234K +1,800 New
CANY
304
Caxton Associates (New York)
New York
$252K +$232K +1,788 New
SF
305
Symphony Financial
Texas
$246K +$227K +1,752 New
M&T Bank
306
M&T Bank
New York
$245K +$225K +1,735 New
TPWA
307
TRUE Private Wealth Advisors
Oregon
$240K -$1.82K -14 -0.8%
BAM
308
Belpointe Asset Management
Nevada
$240K +$63.7K +491 +38%
KPWS
309
Kestra Private Wealth Services
Texas
$240K +$221K +1,705 New
LNC
310
Lincoln National Corp
Pennsylvania
$236K +$218K +1,679 New
OIA
311
Optimum Investment Advisors
Illinois
$229K
GWM
312
Geneos Wealth Management
Colorado
$226K -$9.09K -70 -4%
RC
313
RegentAtlantic Capital
New Jersey
$226K +$208K +1,604 New
IFG
314
Independent Financial Group
California
$222K -$152K -1,169 -43%
VWM
315
Vigilare Wealth Management
Arizona
$222K +$205K +1,580 New
FC
316
FORA Capital
Florida
$219K +$56.5K +435 +39%
FA
317
FDx Advisors
Illinois
$219K +$202K +1,554 New
Massachusetts Financial Services
318
Massachusetts Financial Services
Massachusetts
$217K +$200K +1,541 New
BRWM
319
B. Riley Wealth Management
Tennessee
$215K +$198K +1,525 New
PCM
320
Prelude Capital Management
New York
$210K -$749K -5,770 -79%
Acadian Asset Management
321
Acadian Asset Management
Massachusetts
$208K
RIA
322
Realta Investment Advisors
Delaware
$200K +$185K +1,425 New
VWA
323
Visionary Wealth Advisors
Illinois
$200K +$185K +1,425 New
ALAM
324
Asahi Life Asset Management
Japan
$197K +$182K +1,400 New
PAI
325
Pittenger & Anderson Inc
Nebraska
$195K +$112K +865 +166%