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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
476
Voleon Capital Management
California
$399K +$54.5K +546 +17%
RA
477
RFG Advisory
Alabama
$394K -$38.2K -383 -9%
SPWM
478
Schrum Private Wealth Management
Florida
$390K -$47.3K -474 -11%
LWM
479
LongView Wealth Management
Georgia
$385K +$2.5K +25 +0.7%
EWM
480
Evercore Wealth Management
New York
$383K
PVI
481
Pine Valley Investments
New Jersey
$381K +$2K +20 +0.6%
VA
482
VestGen Advisors
Illinois
$374K +$133K +1,333 +59%
Vontobel Holding
483
Vontobel Holding
Switzerland
$372K +$356K +3,565 New
HIS
484
Harvest Investment Services
Illinois
$372K +$355K +3,560 New
BPA
485
Beacon Pointe Advisors
California
$366K -$3.99K -40 -1%
William Blair & Company
486
William Blair & Company
Illinois
$362K -$47.7K -478 -12%
PWA
487
Physician Wealth Advisors
Utah
$358K +$6.99K +70 +2%
TPCW
488
TD Private Client Wealth
New York
$358K +$21.1K +211 +7%
RAM
489
Ramirez Asset Management
New York
$354K
JCM
490
Jacobi Capital Management
Pennsylvania
$345K +$8.19K +82 +3%
DWM
491
Drive Wealth Management
Utah
$343K +$11.9K +119 +4%
SOS
492
Silver Oak Securities
Tennessee
$342K +$45.3K +454 +16%
PA
493
Pineridge Advisors
Missouri
$339K +$193K +1,931 +147%
BCM
494
Brookstone Capital Management
Illinois
$337K +$4.09K +41 +1%
WWMSC
495
Wagner Wealth Management (South Carolina)
South Carolina
$336K +$321K +3,215 New
SC
496
Syon Capital
California
$333K +$58.3K +584 +22%
WA
497
Waverly Advisors
Alabama
$332K +$14.6K +146 +5%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$328K +$9.18K +92 +3%
MWM
499
Mindset Wealth Management
Indiana
$322K
FCBT
500
First Citizens Bank & Trust
North Carolina
$321K -$6.61M -66,199 -96%