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Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
651
Lodestar Private Asset Management
California
$347K +$331K +9,940 New
VLC
652
Van Leeuwen & Company
New Jersey
$345K
WP
653
Wedgewood Partners
Missouri
$344K -$95.8K -2,880 -23%
Victory Capital Management
654
Victory Capital Management
Texas
$343K +$200 +6 +0.1%
V
655
Veritable
Delaware
$342K -$139K -4,166 -30%
VIA
656
Vident Investment Advisory
Georgia
$341K +$325K +9,766 New
WAM
657
Winslow Asset Management
Ohio
$341K
HIA
658
Harbor Investment Advisory
Maryland
$340K -$13.4K -404 -4%
ACMA
659
Arbor Capital Management (Alaska)
Alaska
$340K
GIA
660
Gladstone Institutional Advisory
Florida
$338K +$26.6K +798 +9%
OIA
661
OneDigital Investment Advisors
Kansas
$338K +$9.02K +271 +3%
1WA
662
180 Wealth Advisors
Washington
$336K -$2.13K -64 -0.7%
BC
663
Bridgefront Capital
Texas
$335K +$319K +9,591 New
DFG
664
Delta Financial Group
New Jersey
$334K +$317K +9,527 New
CA
665
Crewe Advisors
Utah
$334K +$7.22K +217 +2%
CWP
666
Core Wealth Partners
California
$334K +$35.9K +1,080 New
FCA
667
FinTrust Capital Advisors
South Carolina
$332K -$338K -10,147 -52%
CL
668
Choreo LLC
Illinois
$332K
SIG
669
Stonegate Investment Group
Alabama
$331K +$7.25K +218 +2%
CAMG
670
CWA Asset Management Group
Florida
$331K -$26.4K -792 -8%
XF
671
XML Financial
Maryland
$331K -$11.3K -341 -3%
BHWM
672
Bar Harbor Wealth Management
New Hampshire
$329K -$13.6K -410 -4%
RI
673
Ridgewood Investments
New Jersey
$328K -$33 -1 -0%
HSA
674
HBK Sorce Advisory
Pennsylvania
$326K +$310K +9,322 New
HI
675
Hendershot Investments
Virginia
$325K