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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
926
Venturi Wealth Management
Texas
$458K -$25.7K -196 -7%
HA
927
HC Advisors
Georgia
$454K
XSC
928
X-Square Capital
Puerto Rico
$454K -$16.2K -124 -5%
CA
929
Claro Advisors
Massachusetts
$453K +$7.73K +59 +2%
LFG
930
Larson Financial Group
Missouri
$451K -$107K -813 -24%
CIA
931
Choate Investment Advisors
Massachusetts
$450K +$393 +3 +0.1%
CP
932
Canopy Partners
Ohio
$449K +$40.5K +309 +14%
LCGC
933
Legacy Capital Group California
California
$448K +$14.4K +110 +5%
CI
934
Corient IA
Florida
$447K -$13.1K -100 -4%
SFFS
935
Stonehage Fleming Financial Services
Jersey
$443K
HFS
936
Howard Financial Services
Texas
$443K -$69.4K -530 -18%
PFW
937
Petros Family Wealth
Minnesota
$442K +$324K +2,472 New
SWTS
938
Stonehaven Wealth & Tax Solutions
Wisconsin
$441K -$5.11K -39 -2%
AFA
939
American Financial Advisors
Georgia
$440K +$2.75K +21 +0.9%
RFP
940
Root Financial Partners
California
$437K -$1.38M -10,508 -81%
UB
941
UMB Bank
Missouri
$435K +$175K +1,336 +121%
CCA
942
Cobblestone Capital Advisors
New York
$435K
DAS
943
Dynamic Advisor Solutions
Arizona
$434K +$318K +2,426 New
JSW
944
Journey Strategic Wealth
New Jersey
$432K +$317K +2,416 New
BCP
945
Berkeley Capital Partners
Georgia
$431K +$655 +5 +0.2%
HC
946
Headland Capital
South Carolina
$430K +$315K +2,404 New
FA
947
Fedenia Advisers
Wisconsin
$430K +$315K +2,404 New
Vanguard Capital Wealth Advisors
948
Vanguard Capital Wealth Advisors
Colorado
$429K +$26.2K +200 +9%
CFG
949
Cooper Financial Group
California
$428K -$601K -4,589 -66%
AWM
950
Aries Wealth Management
Maine
$428K +$49.8K +380 +19%