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Name Holding Trade Value Shares
Change
Change in
Stake
SW
626
Simplicity Wealth
New Jersey
$255K +$241K +11,053 New
FC
627
Farringdon Capital
United Kingdom
$253K -$2.06M -94,378 -90%
OIA
628
OneDigital Investment Advisors
Kansas
$253K +$239K +10,984 New
CF
629
Centaurus Financial
California
$253K -$3.07K -141 -1%
PCP
630
Proficio Capital Partners
Massachusetts
$253K +$239K +10,963 New
MYIA
631
Mount Yale Investment Advisors
Colorado
$252K -$4.58K -210 -2%
VanEck Associates
632
VanEck Associates
New York
$252K +$30.6K +1,405 +15%
S
633
SignatureFD
Georgia
$251K +$74.5K +3,419 +46%
HTC
634
Haverford Trust Company
Pennsylvania
$249K +$5.64K +259 +2%
PWG
635
Portside Wealth Group
Utah
$249K +$235K +10,802 New
PAS
636
PKS Advisory Services
New York
$249K +$8.76K +402 +4%
Vontobel Holding
637
Vontobel Holding
Switzerland
$249K -$297K -13,649 -56%
SL
638
Summitry LLC
California
$247K +$234K +10,732 New
SWP
639
Sagespring Wealth Partners
Tennessee
$245K +$2.75K +126 +1%
CCWM
640
Cassaday & Co Wealth Management
Virginia
$245K -$5.03K -231 -2%
HIP
641
HUB Investment Partners
Texas
$244K +$231K +10,603 New
EP
642
Essential Partners
California
$244K +$11K +504 +5%
TCWA
643
Turtle Creek Wealth Advisors
Texas
$244K -$610 -28 -0.3%
TAM
644
Trust Asset Management
Texas
$243K -$9.56K -439 -4%
AF
645
Allworth Financial
California
$241K -$43.6K -2,001 -16%
PEA
646
Park Edge Advisors
Ohio
$239K – – –
AGM
647
Alpine Global Management
New York
$239K +$226K +10,389 New
FFP
648
FourThought Financial Partners
Florida
$239K – – –
AI
649
Atria Investments
North Carolina
$239K -$75.7K -3,474 -25%
PWMAG
650
Pinnacle Wealth Management Advisory Group
New Jersey
$238K +$225K +10,319 New