Name Holding Trade Value Shares
Change
Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
$595K +$169K +672 +46%
EDRH
777
Edmond de Rothschild Holding
Switzerland
$594K – – –
KCFA
778
Key Client Fiduciary Advisors
New Jersey
$581K – – –
AR
779
Apeiron RIA
Texas
$579K -$6.03K -24 -1%
GM
780
GeoWealth Management
Illinois
$579K -$141K -562 -21%
TWP
781
Triad Wealth Partners
Kansas
$578K +$4.27K +17 +0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
782
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$572K +$517K +2,057 New
SFI
783
Siemens Fonds Invest
Germany
$570K +$34.2K +136 +7%
JAG
784
Journey Advisory Group
Kentucky
$569K +$514K +2,045 New
VVP
785
Venture Visionary Partners
Ohio
$564K -$4.27K -17 -0.8%
RGC
786
Roberts, Glore & Co
Illinois
$563K -$95K -378 -16%
SCM
787
Stevens Capital Management
Pennsylvania
$561K -$545K -2,169 -52%
GS
788
GTS Securities
Florida
$558K -$77.6K -309 -13%
TAM
789
Trust Asset Management
Texas
$555K +$28.6K +114 +6%
AAIS
790
ABN AMRO Investment Solutions
$553K +$65.6K +261 +15%
MC
791
Moors & Cabot
Massachusetts
$552K -$1.26K -5 -0.3%
TCOT
792
Trust Company of Toledo
Ohio
$552K +$157K +626 +46%
SI
793
Stephens Inc
Arkansas
$550K -$9.8K -39 -2%
PCS
794
Personal CFO Solutions
New Jersey
$548K -$117K -464 -19%
BFG
795
Beacon Financial Group
Texas
$548K -$2.36M -9,405 -83%
PWA
796
Phoenix Wealth Advisors
North Carolina
$546K -$10.6K -42 -2%
AF
797
Abound Financial
California
$539K -$47K -187 -9%
ST
798
Smithfield Trust
Pennsylvania
$538K – – –
PTC
799
Private Trust Company
Ohio
$538K +$11.8K +47 +2%
CCA
800
Checchi Capital Advisers
California
$537K +$3.52K +14 +0.7%