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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
501
V Wealth Advisors
Kansas
$536K -$721K -2,818 -62%
SMH
502
Sanders Morris Harris
Texas
$532K +$441K +1,725 New
BAM
503
Belpointe Asset Management
Nevada
$520K -$205K -800 -32%
BI
504
Bramshill Investments
Florida
$520K -$24.8K -97 -5%
FC
505
Forte Capital
New York
$515K +$422K +1,649 New
SIAS
506
Shine Investment Advisory Services
Colorado
$512K +$103K +402 +32%
VIA
507
Vident Investment Advisory
Georgia
$508K -$353K -1,382 -46%
Mercer Global Advisors
508
Mercer Global Advisors
Colorado
$505K +$28.6K +112 +7%
DC
509
Derby & Company
Massachusetts
$500K +$410K +1,602 New
GT
510
Greenleaf Trust
Michigan
$493K +$6.65K +26 +2%
UR
511
USCA RIA
Texas
$491K +$403K +1,575 New
IFWM
512
Institute for Wealth Management
Colorado
$485K +$36.1K +141 +10%
GAM
513
Grandview Asset Management
Pennsylvania
$484K +$396K +1,550 New
PWPS
514
Pinnacle Wealth Planning Services
Ohio
$480K +$393K +1,538 New
First Manhattan
515
First Manhattan
New York
$478K -$5.12K -20 -1%
SFS
516
Sowell Financial Services
Arkansas
$478K +$311K +1,218 +389%
HA
517
H2O AM
United Kingdom
$472K -$269K -1,052 -41%
QI
518
Qtron Investments
Massachusetts
$470K +$98.5K +385 +34%
GG
519
Gofen & Glossberg
Illinois
$458K
NFG
520
Nations Financial Group
Iowa
$456K -$386K -1,508 -51%
APA
521
American Portfolios Advisors
New York
$451K +$66.7K +261 +22%
BRWM
522
B. Riley Wealth Management
Tennessee
$444K +$364K +1,422 New
LS
523
Livforsakringsbolaget Skandia
Sweden
$443K +$76.7K +300 +27%
CCP
524
Corient Capital Partners
California
$442K -$74.4K -291 -17%
FI
525
Fosun International
China
$442K