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Name Holding Trade Value Shares
Change
Change in
Stake
NWM
526
Northwest Wealth Management
Iowa
$896K -$98K -1,834 -12%
BCV
527
Banque Cantonale Vaudoise
Switzerland
$889K -$104K -1,951 -12%
GLA
528
Great Lakes Advisors
Illinois
$886K -$23.7K -444 -3%
PWMAG
529
Pinnacle Wealth Management Advisory Group
New Jersey
$873K -$87.5K -1,636 -11%
IW
530
Instrumental Wealth
Florida
$853K +$710K +13,282 New
MG
531
Mather Group
Illinois
$847K +$250K +4,675 +55%
PA
532
Parallel Advisors
California
$844K -$234K -4,371 -25%
PL
533
Plancorp LLC
Missouri
$843K -$164K -3,060 -20%
BBHC
534
Brown Brothers Harriman & Co
New York
$842K +$339K +6,343 +94%
LAM
535
LECAP Asset Management
United Kingdom
$834K -$2.88M -53,783 -81%
SAM
536
Securian Asset Management
Minnesota
$827K -$8.07K -151 -1%
DWM
537
Diversify Wealth Management
Utah
$826K -$27.7K -519 -4%
DAS
538
Diversify Advisory Services
Utah
$826K +$689K +12,896 New
GFM
539
GF Fund Management
China
$826K +$7.27K +136 +1%
KRSITF
540
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$824K -$3.1K -58 -0.4%
WPC
541
Wedmont Private Capital
Pennsylvania
$819K +$102K +1,912 +19%
SF
542
Summit Financial
New Jersey
$807K +$672K +12,577 New
VanEck Associates
543
VanEck Associates
New York
$804K -$811K -15,162 -55%
WBC
544
Westpac Banking Corp
Australia
$803K -$1.54M -28,739 -70%
AWC
545
Abundance Wealth Counselors
Pennsylvania
$801K -$130K -2,429 -16%
AA
546
Auxano Advisors
Washington
$794K -$166K -3,111 -20%
AWM
547
Arista Wealth Management
Nevada
$790K +$330K +6,170 +101%
QFW
548
QTR Family Wealth
Florida
$789K +$26K +487 +4%
SAM
549
Sagewood Asset Management
New York
$789K +$135K +2,534 +26%
CP
550
CenterBook Partners
Connecticut
$785K -$2.43M -45,447 -79%