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Name Holding Trade Value Shares
Change
Change in
Stake
VC
776
Vicus Capital
Pennsylvania
$359K +$47 +1 +0%
AWM
777
Axxcess Wealth Management
California
$357K -$1.29M -27,290 -79%
GF
778
Gries Financial
Ohio
$357K +$4.22K +89 +1%
AAP
779
Arax Advisory Partners
Colorado
$357K -$162K -3,418 -32%
PCM
780
Polymer Capital Management
New York
$357K -$66.7K -1,407 -16%
CPA
781
Capital Performance Advisors
California
$356K -$215K -4,541 -39%
CAM
782
Carret Asset Management
New York
$356K -$26K -549 -7%
FFA
783
Fi3 Financial Advisors
Indiana
$356K +$47.3K +997 +16%
JSSH
784
J. Safra Sarasin Holding
$355K -$27.1K -572 -7%
RWP
785
RWA Wealth Partners
Massachusetts
$350K -$45.1K -952 -12%
BCM
786
Bayesian Capital Management
New York
$349K +$336K +7,100 New
Fayez Sarofim & Co
787
Fayez Sarofim & Co
Texas
$348K -$16K -337 -5%
AFGAS
788
Allegiance Financial Group Advisory Services
Virginia
$347K -$29.2K -616 -8%
HI
789
Hoey Investments
Pennsylvania
$347K -$7.68K -162 -2%
SSC
790
Syverson Strege & Co
Iowa
$347K +$334K +7,044 New
SW
791
Simplicity Wealth
New Jersey
$343K +$331K +6,978 New
LS
792
Livforsakringsbolaget Skandia
Sweden
$342K -$9.1M -192,050 -97%
CA
793
Commerzbank Aktiengesellschaft
Germany
$342K
NWM
794
Northwest Wealth Management
Iowa
$342K +$104K +2,200 +46%
SC
795
Soundwatch Capital
Connecticut
$340K +$6.04M +127,390 New
BCP
796
Blackhawk Capital Partners
Wisconsin
$339K +$327K +6,890 New
GRP
797
Global Retirement Partners
California
$338K +$325K +6,867 New
DMBA
798
Deseret Mutual Benefit Administrators
Utah
$338K
MPWT
799
MassMutual Private Wealth & Trust
Connecticut
$338K -$2.77M -58,513 -90%
SFS
800
Sowell Financial Services
Arkansas
$336K +$9.24K +195 +3%