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Name Holding Trade Value Shares
Change
Change in
Stake
KWA
426
Kingswood Wealth Advisors
California
$274K -$279K -1,919 -43%
HWA
427
HHM Wealth Advisors
Tennessee
$272K – – –
JWCA
428
J.W. Cole Advisors
Florida
$270K +$92K +633 +31%
VT
429
Vise Technologies
New York
$268K -$634K -4,361 -64%
KeyBank National Association
430
KeyBank National Association
Ohio
$268K – – –
BAM
431
Belpointe Asset Management
Nevada
$267K -$10.8K -74 -3%
FCA
432
Fortis Capital Advisors
Kansas
$267K -$10.8K -74 -3%
HJIM
433
Henry James International Management
New York
$265K -$8.72K -60 -2%
Pathstone Holdings
434
Pathstone Holdings
New Jersey
$265K +$78.1K +537 +28%
Toronto Dominion Bank
435
Toronto Dominion Bank
Ontario, Canada
$262K -$793K -5,453 -69%
SFFS
436
Stonehage Fleming Financial Services
Jersey
$256K – – –
RWM
437
Ritholtz Wealth Management
New York
$256K -$14.5K -100 -4%
CAM
438
CenterStar Asset Management
Illinois
$254K +$337K +2,318 New
EWA
439
EP Wealth Advisors
California
$253K +$337K +2,317 New
PGWM
440
Parisi Gray Wealth Management
New Jersey
$250K -$1.02M -6,988 -75%
PA
441
PharVision Advisers
Florida
$247K +$329K +2,261 New
SWP
442
Sagespring Wealth Partners
Tennessee
$246K +$2.33K +16 +0.7%
Jennison Associates
443
Jennison Associates
New York
$246K -$160K -1,102 -33%
AWM
444
AE Wealth Management
Kansas
$246K +$327K +2,246 New
LFG
445
Larson Financial Group
Missouri
$246K +$214K +1,471 +190%
AF
446
Allworth Financial
California
$244K -$30.8K -212 -9%
SCM
447
Sage Capital Management
New Jersey
$244K -$145 -1 -0%
MFG
448
Merit Financial Group
Georgia
$243K +$324K +2,226 New
IPAM
449
ICICI Prudential Asset Management
India
$243K +$17.9K +123 +6%
SPC
450
Sigma Planning Corp
Michigan
$236K -$9.45K -65 -3%