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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
551
Venturi Wealth Management
Texas
$266K +$6.4K +61 +2%
LFAS
552
Level Four Advisory Services
Texas
$264K +$41.2K +393 +17%
PHK
553
Point72 Hong Kong
Hong Kong
$262K +$289K +2,750 New
Chevy Chase Trust
554
Chevy Chase Trust
Maryland
$259K -$21K -200 -7%
VCM
555
Versant Capital Management
Arizona
$257K +$20.9K +199 +8%
SL
556
Summitry LLC
California
$255K -$10.6K -101 -4%
RDFA
557
Ritter Daniher Financial Advisory
Ohio
$254K +$279K +2,660 New
MYIA
558
Mount Yale Investment Advisors
Colorado
$253K -$290K -2,765 -51%
SW
559
Simplicity Wealth
New Jersey
$253K +$278K +2,651 New
PWM
560
Perigon Wealth Management
California
$253K +$278K +2,650 New
BRWA
561
B. Riley Wealth Advisors
Florida
$252K -$34.2K -326 -11%
SWP
562
Sagespring Wealth Partners
Tennessee
$251K +$14.5K +138 +6%
PTC
563
Private Trust Company
Ohio
$250K -$28.1K -268 -9%
CA
564
Clearstead Advisors
Ohio
$248K
DWT
565
Dorsey & Whitney Trust
South Dakota
$248K -$71.9K -685 -21%
OWA
566
One Wealth Advisors
California
$248K
FIA
567
Foundations Investment Advisors
Arizona
$247K -$142K -1,354 -34%
FFWA
568
FRG Family Wealth Advisors
Washington
$247K -$57.7K -550 -18%
FAFN
569
First Affirmative Financial Network
Colorado
$245K +$269K +2,564 New
SC
570
Savant Capital
Illinois
$244K -$39K -372 -13%
ZIG
571
Zuckerman Investment Group
Illinois
$244K -$525 -5 -0.2%
PPC
572
Park Place Capital
Alabama
$244K -$1.89K -18 -0.7%
PWP
573
Phillips Wealth Planners
Mississippi
$244K +$20.6K +196 +8%
AIM
574
Anchor Investment Management
South Carolina
$241K +$94.5K +900 +55%
SC
575
SouthState Corp
Florida
$240K -$173K -1,648 -40%