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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
501
IVC Wealth Advisors
Pennsylvania
$458K -$13.6K -258 -3%
GIA
502
Gladstone Institutional Advisory
Florida
$457K -$27.4K -518 -6%
Vontobel Holding
503
Vontobel Holding
Switzerland
$447K -$18.4K -348 -4%
CW
504
Code Waechter
Florida
$447K -$93.7K -1,772 -17%
BDFN
505
Bond & Devick Financial Network
Minnesota
$447K
AWAP
506
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$437K -$39.3K -744 -8%
FLPIM
507
F.L. Putnam Investment Management
Massachusetts
$436K -$25.2K -477 -5%
GCM
508
Gallacher Capital Management
Colorado
$436K -$416K -7,871 -49%
VWM
509
Venturi Wealth Management
Texas
$434K +$155K +2,933 +55%
DCM
510
Donaldson Capital Management
Indiana
$434K +$438K +8,278 New
IIM
511
Ipswich Investment Management
Massachusetts
$434K -$13.5K -256 -3%
RIA
512
Regal Investment Advisors
Michigan
$431K -$212 -4 -0%
BRWA
513
B. Riley Wealth Advisors
Florida
$429K +$1.22K +23 +0.3%
NSAM
514
North Star Asset Management
Wisconsin
$425K
BFS
515
BridgePort Financial Solutions
Iowa
$424K -$29.9K -565 -7%
SN
516
Sittner & Nelson
Oregon
$424K +$1.85K +35 +0.4%
CW
517
CreativeOne Wealth
Kansas
$422K +$64.5K +1,219 +18%
GT
518
Greenleaf Trust
Michigan
$421K +$17.9K +339 +4%
BIA
519
Barry Investment Advisors
Massachusetts
$421K -$292K -5,521 -41%
CC
520
Chicago Capital
Illinois
$420K
CFO
521
CVA Family Office
Colorado
$419K
SW
522
Simplicity Wealth
New Jersey
$419K +$182K +3,446 +76%
LCM
523
Lionhunter Capital Management
New York
$416K +$419K +7,932 New
MWM
524
Meridian Wealth Management
Kentucky
$416K +$88.2K +1,668 +27%
CTC
525
Cetera Trust Company
Minnesota
$414K +$3.17K +60 +0.8%