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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
401
Wealthspire Advisors (New York)
New York
$515K +$105K +206 +26%
GWP
402
Gateway Wealth Partners
Wisconsin
$512K +$499K +982 New
KIM
403
Kestra Investment Management
Texas
$510K -$15.2K -30 -3%
AWP
404
Abacus Wealth Partners
California
$503K +$107K +210 +28%
P
405
Palladiem
Pennsylvania
$495K
GH
406
GAM Holding
Switzerland
$487K +$474K +933 New
GAM
407
Gotham Asset Management
New York
$481K +$14.2K +28 +3%
TFA
408
Transamerica Financial Advisors
Florida
$481K +$29K +57 +7%
RC
409
Rexford Capital
Texas
$476K
P
410
&Partners
Tennessee
$474K +$120K +237 +35%
ACS
411
Archford Capital Strategies
Illinois
$463K +$137K +269 +44%
SC
412
Syon Capital
California
$462K -$22.9K -45 -5%
MSWM
413
McGlone Suttner Wealth Management
Wisconsin
$453K -$12.2K -24 -3%
CFO
414
Callan Family Office
Pennsylvania
$450K -$101K -198 -19%
Aviva
415
Aviva
United Kingdom
$448K -$140K -275 -24%
FT
416
Fiduciary Trust
Massachusetts
$446K +$435K +855 New
GM
417
GeoWealth Management
Illinois
$446K +$212K +418 +96%
HWM
418
HB Wealth Management
Georgia
$439K +$58.4K +115 +16%
I
419
InceptionR
California
$438K -$512K -1,007 -55%
MYAM
420
Meiji Yasuda Asset Management
Japan
$431K +$2.03K +4 +0.5%
WA
421
Waverly Advisors
Alabama
$420K +$409K +805 New
LIM
422
Leavell Investment Management
Alabama
$401K +$61.5K +121 +19%
QCM
423
Qsemble Capital Management
New York
$399K +$140K +275 +56%
TSS
424
Two Sigma Securities
New York
$391K +$381K +750 New
BMCM
425
Burns Matteson Capital Management
New York
$388K +$378K +744 New