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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
401
Geneos Wealth Management
Colorado
$481K +$297K +8,120 +189%
NAS
402
Nicolet Advisory Services
Wisconsin
$480K +$95.4K +2,607 +22%
PCS
403
Personal CFO Solutions
New Jersey
$479K +$23.9K +653 +6%
EM
404
Excalibur Management
Massachusetts
$479K +$7.14K +195 +2%
P
405
Pitcairn
Pennsylvania
$479K +$88.9K +2,429 +24%
RIL
406
Rothschild Investment LLC
Illinois
$475K +$14.5K +396 +3%
GCM
407
Gallacher Capital Management
Colorado
$474K +$34.5K +943 +8%
DBIA
408
Dumont & Blake Investment Advisors
New Jersey
$470K +$1.1K +30 +0.2%
HAG
409
HighPoint Advisor Group
Illinois
$469K +$106K +2,899 +32%
Vontobel Holding
410
Vontobel Holding
Switzerland
$469K +$52.6K +1,437 +13%
QI
411
Qtron Investments
Massachusetts
$466K -$408K -11,154 -48%
HP
412
Holowesko Partners
Bahamas
$465K
Allspring Global Investments
413
Allspring Global Investments
North Carolina
$464K +$45.7K +1,248 +11%
BCM
414
Boltwood Capital Management
California
$464K -$17K -465 -4%
CA
415
Continuum Advisory
Idaho
$462K -$5.53K -151 -1%
Ohio Public Employees Retirement System (OPERS)
416
Ohio Public Employees Retirement System (OPERS)
Ohio
$462K +$436K +11,923 New
IC
417
Iconiq Capital
California
$461K +$435K +11,888 New
BC
418
Bridgefront Capital
Texas
$459K -$176K -4,807 -29%
CCA
419
Checchi Capital Advisers
California
$458K -$2.53K -69 -0.6%
IA
420
IFP Advisors
Florida
$457K -$22.2K -607 -5%
JWCA
421
J.W. Cole Advisors
Florida
$456K +$431K +11,768 New
BFS
422
Beacon Financial Strategies
North Carolina
$453K
HWM
423
HB Wealth Management
Georgia
$452K +$85.3K +2,329 +25%
FIM
424
Freedom Investment Management
Connecticut
$452K -$2.09K -57 -0.5%
MFF
425
Michels Family Financial
Texas
$448K +$15.3K +418 +4%