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Name Holding Trade Value Shares
Change
Change in
Stake
SA
501
Syntax Advisors
New York
$362K -$7.86K -76 -2%
VCG
502
Vantage Consulting Group
Virginia
$362K -$7.86K -76 -2%
TAM
503
Townsend Asset Management
North Carolina
$362K +$93.5K +905 +33%
MC
504
Machina Capital
France
$360K -$460K -4,453 -55%
WA
505
Wealth Alliance
New York
$356K -$31.1K -301 -8%
GAM
506
Gotham Asset Management
New York
$345K -$612K -5,924 -63%
1IA
507
1834 Investment Advisors
Wisconsin
$341K +$357K +3,456 New
TPCW
508
TD Private Client Wealth
New York
$337K -$19.2K -186 -5%
PWPS
509
Pinnacle Wealth Planning Services
Ohio
$337K
MAS
510
Meeder Advisory Services
Ohio
$337K -$31K -300 -8%
STA
511
Summit Trail Advisors
New York
$334K -$149K -1,443 -30%
PWM
512
Perigon Wealth Management
California
$332K -$40.5K -392 -10%
LJAC
513
L.J. Altfest & Co
New York
$330K +$2.17K +21 +0.6%
AIP
514
Ameritas Investment Partners
Nebraska
$329K
WWP
515
WR Wealth Planners
Missouri
$326K +$15.3K +148 +5%
SB
516
Strategic Blueprint
Georgia
$324K +$23.6K +228 +7%
BOM
517
Bank of Marin
California
$323K -$28.2K -273 -8%
SAM
518
Seelaus Asset Management
New Jersey
$323K -$111K -1,077 -25%
TCM
519
Teza Capital Management
Illinois
$322K +$338K +3,266 New
FFS
520
Founders Financial Securities
Maryland
$321K +$34.1K +330 +11%
HCA
521
Harbour Capital Advisors
Virginia
$319K -$12.9K -125 -4%
WB
522
Webster Bank
Connecticut
$318K
SCA
523
Snowden Capital Advisors
New York
$318K -$7.34K -71 -2%
TAM
524
Trust Asset Management
Texas
$314K
KPWS
525
Kestra Private Wealth Services
Texas
$314K +$930 +9 +0.3%