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Name Holding Trade Value Shares
Change
Change in
Stake
HS
1951
HighVista Strategies
Massachusetts
$607K -$12.9M -35,524 -96%
SL
1952
Salomon & Ludwin
Virginia
$604K
ECA
1953
Elevated Capital Advisors
Utah
$603K +$1.82K +5 +0.3%
SSG
1954
Summit Securities Group
New York
$602K -$23.6K -65 -4%
IF
1955
Intrua Financial
Texas
$600K -$117K -321 -17%
AIM
1956
Acropolis Investment Management
Missouri
$600K -$363 -1 -0.1%
TIM
1957
Tevis Investment Management
Texas
$600K
NP
1958
Ninepoint Partners
Ontario, Canada
$599K +$599K +1,649 New
TCWM
1959
Total Clarity Wealth Management
Illinois
$599K -$10.5K -29 -2%
CSPIA
1960
Cary Street Partners Investment Advisory
Virginia
$598K -$74.5K -205 -11%
CWA
1961
Clarity Wealth Advisors
California
$596K +$1.45K +4 +0.2%
VWM
1962
Vigilare Wealth Management
Arizona
$593K +$363 +1 +0.1%
MMPW
1963
Mitchell McLeod Pugh & Williams
Alabama
$592K -$3.27K -9 -0.5%
SPWG
1964
Syntegra Private Wealth Group
Missouri
$591K +$4K +11 +0.7%
WA
1965
WBH Advisory
Maryland
$591K +$590K +1,625 New
MKC
1966
M. Kraus & Co
Vermont
$588K
HWM
1967
Hemington Wealth Management
Virginia
$586K +$1.45K +4 +0.2%
AWAP
1968
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$585K -$117K -321 -17%
PSC
1969
Prentiss Smith & Co
Vermont
$583K
DAC
1970
Dividend Assets Capital
South Carolina
$581K
SAM
1971
SP Asset Management
California
$580K +$726 +2 +0.1%
HFM
1972
Hartford Funds Management
Pennsylvania
$580K +$21.8K +60 +4%
LSA
1973
Lion Street Advisors
Texas
$579K +$90.8K +250 +19%
CWA
1974
Consilio Wealth Advisors
Washington
$577K +$9.08K +25 +2%
AWM
1975
Absher Wealth Management
North Carolina
$577K -$84.3K -232 -13%