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Name Holding Trade Value Shares
Change
Change in
Stake
AC
626
Avestar Capital
New York
$969K -$22.9K -181 -2%
WANY
627
Wealthspire Advisors (New York)
New York
$961K -$1.06M -8,380 -54%
HTC
628
Hershey Trust Company
Pennsylvania
$961K +$920K +7,259 New
VCM
629
Vivaldi Capital Management
Illinois
$954K -$9.25K -73 -1%
FIM
630
Freedom Investment Management
Connecticut
$949K +$26.3K +208 +3%
ACA
631
Aptus Capital Advisors
Alabama
$947K +$218K +1,721 +32%
SMA
632
Sage Mountain Advisors
Georgia
$943K -$1.77K -14 -0.2%
AAIS
633
ABN AMRO Investment Solutions
$936K -$668K -5,271 -43%
FFS
634
Founders Financial Securities
Maryland
$934K +$23.8K +188 +3%
FWA
635
FSM Wealth Advisors
Ohio
$927K +$493K +3,895 +136%
NERM
636
New England Research & Management
Illinois
$926K +$887K +7,000 New
SG
637
SCHF (GPE)
Wyoming
$919K +$879K +6,942 New
IAIM
638
International Assets Investment Management
Florida
$917K -$64.9K -512 -7%
GC
639
Garde Capital
Washington
$910K +$8.49K +67 +1%
BPCE
640
Bank Pictet & Cie (Europe)
Germany
$909K +$134K +1,055 +18%
HWM
641
HB Wealth Management
Georgia
$907K -$214K -1,693 -20%
FCM
642
Fortis Capital Management
Washington
$905K +$1.39K +11 +0.2%
IAA
643
Independent Advisor Alliance
North Carolina
$905K +$2.53K +20 +0.3%
CIEC
644
Crédit Industriel et Commercial
France
$896K -$150K -1,187 -15%
RFL
645
RD Finance Ltd
Cyprus
$896K
CIA
646
Concurrent Investment Advisors
Florida
$896K +$17.9K +141 +2%
SM
647
STF Management
Texas
$888K +$17.2K +136 +2%
QIM
648
Quantitative Investment Management
Virginia
$882K +$844K +6,665 New
AFG
649
Atomi Financial Group
New York
$876K +$98.8K +780 +13%
OS
650
Objectivity Squared
South Carolina
$876K