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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
226
Versant Capital Management
Arizona
$663K +$36K +1,395 +6%
IWC
227
Integrated Wealth Concepts
Massachusetts
$651K -$34.4K -1,334 -5%
AWM
228
Aprio Wealth Management
Georgia
$651K +$9.54K +370 +2%
JWM
229
Jeppson Wealth Management
California
$646K
DI
230
Diligent Investors
California
$611K
KAS
231
Kestra Advisory Services
Texas
$592K -$14.6K -565 -3%
AWM
232
Arista Wealth Management
Nevada
$591K -$41.1K -1,595 -7%
Northwestern Mutual Wealth Management
233
Northwestern Mutual Wealth Management
Wisconsin
$587K +$31.1K +1,206 +6%
PA
234
Parallel Advisors
California
$583K -$11.2K -433 -2%
GCM
235
Graham Capital Management
Connecticut
$577K +$242K +9,385 +84%
KeyBank National Association
236
KeyBank National Association
Ohio
$562K +$99.4K +3,854 +24%
AHL
237
Abel Hall LLC
Louisiana
$562K +$271K +10,513 +110%
FRM
238
Fox Run Management
Connecticut
$558K +$513K +19,913 New
EI
239
Ellevest Inc
New York
$547K -$37K -1,435 -7%
PWPS
240
Pinnacle Wealth Planning Services
Ohio
$539K -$100K -3,896 -17%
CIA
241
Concurrent Investment Advisors
Florida
$536K +$62.7K +2,430 +15%
CCA
242
Checchi Capital Advisers
California
$531K +$12.3K +476 +3%
ATPW
243
Ashton Thomas Private Wealth
Arizona
$520K +$32.8K +1,271 +7%
RCAG
244
Rehmann Capital Advisory Group
Michigan
$517K -$74.3K -2,883 -14%
RG
245
Rathbones Group
United Kingdom
$507K
SWP
246
Sagespring Wealth Partners
Tennessee
$504K +$18K +699 +4%
SW
247
Simplicity Wealth
New Jersey
$504K -$11.3K -437 -2%
FNT
248
First National Trust
Pennsylvania
$492K +$34.4K +1,333 +8%
VWM
249
Venturi Wealth Management
Texas
$491K +$452K +17,520 New
KCM
250
Kathmere Capital Management
Pennsylvania
$491K +$42.3K +1,641 +10%