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Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
551
Vontobel Holding
Switzerland
$798K -$572K -3,311 -41%
KPWS
552
Kestra Private Wealth Services
Texas
$779K +$103K +597 +15%
VEA
553
Virtus ETF Advisers
New York
$775K +$10.2K +59 +1%
CIC
554
Carnegie Investment Counsel
Ohio
$760K
LRWA
555
Long Run Wealth Advisors
New York
$752K -$14.7K -85 -2%
WAM
556
Wolverine Asset Management
Illinois
$750K +$777K +4,500 New
VPI
557
Value Partners Investments
Manitoba, Canada
$750K +$408K +2,363 +111%
PMA
558
Prudent Man Advisors
Illinois
$750K +$24.4K +141 +3%
BMCM
559
Bryn Mawr Capital Management
Pennsylvania
$749K
FRM
560
Fox Run Management
Connecticut
$745K +$772K +4,470 New
TFGT
561
TS Financial Group (TSFG)
Illinois
$743K
S
562
SignatureFD
Georgia
$731K +$21.1K +122 +3%
SPA
563
Sherbrooke Park Advisers
New York
$722K -$670K -3,880 -47%
SAM
564
Smartleaf Asset Management
Massachusetts
$717K +$107K +622 +17%
BPA
565
Beacon Pointe Advisors
California
$715K -$40.8K -236 -5%
Capstone Investment Advisors
566
Capstone Investment Advisors
New York
$707K +$63.4K +367 +9%
UCFA
567
United Capital Financial Advisors
Texas
$706K +$10.9K +63 +2%
TCM
568
Tributary Capital Management
Nebraska
$696K -$30.2K -175 -4%
LIM
569
Leavell Investment Management
Alabama
$692K
RWP
570
RWA Wealth Partners
Massachusetts
$682K +$1.38K +8 +0.2%
MA
571
MJP Associates
Connecticut
$674K +$698K +4,043 New
GT
572
Greenleaf Trust
Michigan
$669K -$4.15K -24 -0.6%
DTL
573
Dynamic Technology Lab
Singapore
$658K +$682K +3,950 New
GWM
574
Gibbs Wealth Management
Georgia
$657K +$231K +1,339 +52%
AWS
575
Atria Wealth Solutions
New York
$654K -$7.08K -41 -1%