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Name Holding Trade Value Shares
Change
Change in
Stake
VVP
651
Venture Visionary Partners
Ohio
$410K +$51K +185 +12%
HAG
652
HighPoint Advisor Group
Illinois
$409K -$24.5K -89 -5%
NWAG
653
Net Worth Advisory Group
Utah
$406K -$14K -51 -3%
FCH
654
Freestone Capital Holdings
Washington
$404K -$1.9M -6,915 -80%
GIM
655
Glenmede Investment Management
Pennsylvania
$402K +$467K +1,694 New
ONST
656
Old North State Trust
North Carolina
$392K +$106K +384 +30%
RA
657
Ransom Advisory
Rhode Island
$390K +$6.89K +25 +2%
CA
658
Calton & Associates
Florida
$386K +$448K +1,625 New
PL
659
Perpetual Ltd
Australia
$383K -$143K -518 -24%
AAIS
660
ABN AMRO Investment Solutions
$382K +$58.7K +213 +15%
WBC
661
Westpac Banking Corp
Australia
$380K
CAG
662
Crestwood Advisors Group
Massachusetts
$377K -$12.1K -44 -3%
4A
663
4Wealth Advisors
Illinois
$376K +$436K +1,583 New
LSPW
664
Lake Street Private Wealth
Illinois
$370K +$8.81K +32 +2%
BPA
665
Beacon Pointe Advisors
California
$368K -$417K -1,513 -49%
P
666
Pitcairn
Pennsylvania
$367K -$98.3K -357 -19%
Parallax Volatility Advisers
667
Parallax Volatility Advisers
California
$361K +$419K +1,521 New
AWS
668
Atria Wealth Solutions
New York
$358K +$415K +1,507 New
OWA
669
Outlook Wealth Advisors
Texas
$357K -$6.61K -24 -2%
NP
670
NorthRock Partners
Minnesota
$354K -$461K -1,675 -53%
GWM
671
Geneos Wealth Management
Colorado
$351K +$81.8K +297 +25%
RMC
672
Resources Management Corp
Connecticut
$347K -$1.17M -4,255 -74%
CCM
673
Coldstream Capital Management
Washington
$345K -$29.8K -108 -7%
CW
674
CreativeOne Wealth
Kansas
$344K +$33.3K +121 +9%
IPAM
675
ICICI Prudential Asset Management
India
$342K -$13.8K -50 -3%