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Name Holding Trade Value Shares
Change
Change in
Stake
VT
651
Volterra Technologies
New York
$575K +$547K +7,723 New
BFS
652
Bradley Foster & Sargent
Connecticut
$575K -$45.4K -640 -8%
GCM
653
Gallacher Capital Management
Colorado
$574K +$546K +7,707 New
S
654
SignatureFD
Georgia
$569K +$51.3K +724 +10%
WA1
655
Wimmer Associates 1
California
$565K
SAI
656
Systematic Alpha Investments
New Jersey
$564K
1C
657
111 Capital
France
$564K +$536K +7,569 New
CCA
658
Checchi Capital Advisers
California
$560K +$1.42K +20 +0.3%
LG
659
Leuthold Group
Minnesota
$549K
GM
660
GeoWealth Management
Illinois
$545K -$26.6K -376 -5%
TCPW
661
Twin City Private Wealth
North Carolina
$537K -$229K -3,228 -31%
SWP
662
Sagespring Wealth Partners
Tennessee
$536K +$103K +1,448 +25%
FHA
663
First Horizon Advisors
Tennessee
$535K +$123K +1,738 +32%
BCWM
664
Bartlett & Co Wealth Management
Ohio
$533K -$14.2K -200 -3%
JSW
665
Journey Strategic Wealth
New Jersey
$530K +$227K +3,203 +82%
CWS
666
Confluence Wealth Services
Pennsylvania
$529K
TWG
667
The Wealth Group
Minnesota
$520K -$96.5K -1,361 -16%
Bank Julius Baer & Co
668
Bank Julius Baer & Co
Switzerland
$514K -$13.5K -191 -3%
FHA
669
Flagship Harbor Advisors
Massachusetts
$512K -$2.41K -34 -0.5%
FTWA
670
Fifth Third Wealth Advisors
Ohio
$502K +$41.5K +585 +10%
UB
671
UMB Bank
Missouri
$500K +$1.77K +25 +0.4%
WA
672
Waverly Advisors
Alabama
$498K +$1.7K +24 +0.4%
DOA
673
D'Orazio & Associates
Virginia
$497K +$11.9K +168 +3%
CA
674
CoreCap Advisors
Michigan
$496K +$453K +6,391 +2,412%
EHAM
675
Eagle Harbor Asset Management
Washington
$489K -$10.3K -146 -2%