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Name Holding Trade Value Shares
Change
Change in
Stake
SF
451
Summit Financial
New Jersey
$655K -$235K -1,845 -26%
DWT
452
Dorsey & Whitney Trust
South Dakota
$644K -$216K -1,701 -25%
BFO
453
Boston Family Office
Massachusetts
$642K
VT
454
Vise Technologies
New York
$639K +$191K +1,504 +43%
SCI
455
Stableford Capital II
Arizona
$639K -$4.83K -38 -0.7%
VVP
456
Venture Visionary Partners
Ohio
$634K -$82.8K -651 -12%
RWM
457
Ritholtz Wealth Management
New York
$632K +$2.04K +16 +0.3%
AO
458
Advisor OS
Illinois
$631K -$124K -975 -16%
IWM
459
Iams Wealth Management
Nebraska
$629K +$96.8K +761 +18%
GIC
460
Generali Investments CEE
Czech Republic
$617K +$617K +4,850 New
SWP
461
Stratos Wealth Partners
Ohio
$604K -$14.5K -114 -2%
AWM
462
AE Wealth Management
Kansas
$602K +$8.02K +63 +1%
Pacer Advisors
463
Pacer Advisors
Pennsylvania
$600K -$5.6K -44 -0.9%
GCM
464
Generation Capital Management
New York
$592K +$592K +4,655 New
PWG
465
Portside Wealth Group
Utah
$590K -$21.4K -168 -3%
FCM
466
Fourpath Capital Management
Oklahoma
$589K -$509 -4 -0.1%
HWA
467
Heritage Wealth Advisors
Virginia
$588K
UCB
468
United Community Bank
South Carolina
$586K +$78.2K +615 +15%
LA
469
LVW Advisors
New York
$583K -$6.23K -49 -1%
AIA
470
Angeles Investment Advisors
California
$582K -$65.5K -515 -10%
IAS
471
Insigneo Advisory Services
Florida
$570K -$73.5K -578 -11%
RhumbLine Advisers
472
RhumbLine Advisers
Massachusetts
$570K -$182K -1,428 -24%
HC
473
Henshaw Capital
Massachusetts
$569K
BIP
474
Brandes Investment Partners
California
$553K +$554K +4,351 New
AIM
475
Avity Investment Management
Connecticut
$552K -$275K -2,160 -33%