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Name Holding Trade Value Shares
Change
Change in
Stake
PFWA
576
Paces Ferry Wealth Advisors
Georgia
$490K +$34.7K +100 +8%
FPS
577
Fieldpoint Private Securities
Connecticut
$490K +$54.9K +158 +13%
IAIM
578
International Assets Investment Management
Florida
$490K +$68.1K +196 +16%
Rockefeller Capital Management
579
Rockefeller Capital Management
New York
$489K -$337K -970 -41%
B
580
Bellecapital
Switzerland
$488K +$4.17K +12 +0.9%
TYCC
581
Texas Yale Capital Corp
Florida
$488K +$30.6K +88 +7%
PAM
582
Pinpoint Asset Management
Hong Kong
$487K +$486K +1,400 New
LNWWM
583
Laird Norton Wetherby Wealth Management
California
$479K +$145K +418 +44%
V
584
Veritable
Delaware
$466K +$6.6K +19 +1%
BDF
585
Balasa Dinverno & Foltz
$466K +$35.1K +101 +8%
GAM
586
Geier Asset Management
Maryland
$466K +$519K +1,495 New
FB
587
Fulton Bank
Pennsylvania
$463K +$22.6K +65 +5%
AO
588
Advisor OS
Illinois
$460K +$32.6K +94 +8%
GG
589
Gofen & Glossberg
Illinois
$455K -$55.6K -160 -11%
GLA
590
Great Lakes Advisors
Illinois
$453K -$44.8K -129 -9%
EWA
591
EP Wealth Advisors
California
$452K +$4.51K +13 +1%
AAS
592
Avantax Advisory Services
Texas
$451K -$13.9K -40 -3%
MYLI
593
Meiji Yasuda Life Insurance
Japan
$443K +$442K +1,274 New
AI
594
Atom Investors
Texas
$442K -$546K -1,571 -55%
ZCA
595
Zeke Capital Advisors
Pennsylvania
$440K +$439K +1,263 New
BI
596
Bramshill Investments
Florida
$438K
OQS
597
Occudo Quantitative Strategies
Florida
$435K +$434K +1,251 New
HFM
598
Harvest Fund Management
China
$431K -$169K -486 -28%
IC
599
Inscription Capital
Texas
$427K +$426K +1,228 New
AWA
600
Alta Wealth Advisors
Massachusetts
$425K +$424K +1,221 New