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Name Holding Trade Value Shares
Change
Change in
Stake
FAM
301
Formidable Asset Management
Ohio
$813K +$191K +2,749 +33%
V
302
Veritable
Delaware
$803K -$10.8K -156 -1%
CWA
303
Clearview Wealth Advisors
Oregon
$796K +$757K +10,896 New
VBFP
304
Valtinson Bruner Financial Planning
Minnesota
$787K – – –
RT
305
Rockland Trust
Massachusetts
$780K – – –
SIA
306
SkyView Investment Advisors
New Jersey
$772K +$13.1K +188 +2%
Bessemer Group
307
Bessemer Group
New Jersey
$769K +$51.4K +740 +8%
LF
308
Lantz Financial
Illinois
$768K -$6.39K -92 -0.9%
EI
309
Ethic Inc
New York
$764K +$75.3K +1,084 +12%
Vontobel Holding
310
Vontobel Holding
Switzerland
$755K -$61.8K -890 -8%
AFM
311
Abbot Financial Management
Massachusetts
$748K – – –
Daiwa Securities Group
312
Daiwa Securities Group
Japan
$737K +$111K +1,600 +19%
CA
313
CGN Advisors
Kansas
$734K – – –
PAG
314
Private Advisor Group
New Jersey
$733K -$202K -2,903 -22%
CIBC Private Wealth Group
315
CIBC Private Wealth Group
Georgia
$731K +$48.2K +694 +6%
CW
316
Connectus Wealth
Ohio
$730K – – –
Nordea Investment Management
317
Nordea Investment Management
Sweden
$728K +$699K +10,064 New
OIA
318
OneDigital Investment Advisors
Kansas
$725K +$690K +9,934 New
KFP
319
KB Financial Partners
New Jersey
$712K -$3.26K -47 -0.5%
TRCT
320
Tower Research Capital (TRC)
New York
$712K +$330K +4,748 +95%
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$709K +$58.7K +845 +10%
TWM
322
TriaGen Wealth Management
California
$701K +$667K +9,604 New
Two Sigma Advisers
323
Two Sigma Advisers
New York
$701K -$500K -7,200 -43%
Corient Private Wealth
324
Corient Private Wealth
Florida
$689K +$655K +9,440 New
PRC
325
Pearl River Capital
Michigan
$665K +$301K +4,328 +90%