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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
476
Cresset Asset Management
Illinois
$561K -$76.3K -384 -11%
EPW
477
Evolve Private Wealth
California
$557K +$403K +2,030 +191%
MYIA
478
Mount Yale Investment Advisors
Colorado
$554K +$182K +917 +42%
GWM
479
Gibbs Wealth Management
Georgia
$554K +$105K +531 +21%
NECFA
480
New England Capital Financial Advisors
Connecticut
$546K
MSFS
481
Main Street Financial Solutions
Pennsylvania
$544K +$3.58K +18 +0.6%
NFGCM
482
Norman Fields Gottscho Capital Management
New York
$540K -$119K -600 -17%
RP
483
Riverwater Partners
Wisconsin
$529K +$309K +1,554 +113%
BMSSC
484
B. Metzler seel. Sohn & Co
Germany
$525K -$7.47M -37,594 -93%
CIC
485
Carnegie Investment Counsel
Ohio
$522K +$29.4K +148 +5%
AWM
486
Aberdeen Wealth Management
Illinois
$522K
OCA
487
OpenArc Corporate Advisory
Georgia
$520K +$319K +1,605 +125%
CA
488
Clearstead Advisors
Ohio
$520K +$98.9K +498 +21%
ST
489
Spinnaker Trust
Maine
$515K
CIA
490
Concurrent Investment Advisors
Florida
$509K +$3.18K +16 +0.6%
Envestnet Portfolio Solutions
491
Envestnet Portfolio Solutions
Illinois
$508K -$799K -4,021 -59%
GCP
492
GSA Capital Partners
United Kingdom
$507K -$622K -3,134 -53%
Vontobel Holding
493
Vontobel Holding
Switzerland
$506K +$44.7K +225 +9%
AWA
494
Arkadios Wealth Advisors
Georgia
$496K -$72.5K -365 -12%
PPW
495
Parcion Private Wealth
Washington
$495K +$546K +2,749 New
BAMCO Inc
496
BAMCO Inc
New York
$487K -$32K -161 -6%
DC
497
Davenport & Co
Virginia
$486K +$100K +506 +23%
EWA
498
EverSource Wealth Advisors
Alabama
$481K +$198K +998 +60%
HCMT
499
Highland Capital Management (Tennessee)
Tennessee
$480K
CCM
500
Coldstream Capital Management
Washington
$477K +$42.9K +216 +9%