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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
451
Perigon Wealth Management
California
$521K +$265K +4,088 +99%
LA
452
LBP AM
France
$517K
EOJOAM
453
E. Ohman J:or Asset Management
Sweden
$514K
CWA
454
Crux Wealth Advisors
California
$509K +$111K +1,718 +27%
MAM
455
Martingale Asset Management
Massachusetts
$498K +$224K +3,449 +78%
CPC
456
Congress Park Capital
New York
$495K
BAAM
457
Baker Avenue Asset Management
California
$493K -$112K -1,731 -18%
AUB
458
Atlantic Union Bankshares
Virginia
$487K -$177K -2,730 -26%
HWM
459
HB Wealth Management
Georgia
$484K +$74.6K +1,149 +18%
SA
460
SPWM Advisors
Michigan
$483K +$494K +7,606 New
LCM
461
Landscape Capital Management
New Jersey
$480K -$1.49M -23,004 -75%
TMAM
462
Tokio Marine Asset Management
Japan
$480K +$13.5K +208 +3%
LFA
463
Legacy Financial Advisors
Kentucky
$479K +$84.3K +1,299 +21%
MFG
464
Merit Financial Group
Georgia
$478K -$455K -7,017 -48%
BC
465
Burney Company
Virginia
$478K +$64.4K +992 +15%
GWM
466
Geneos Wealth Management
Colorado
$477K -$108K -1,669 -18%
CAG
467
Crestwood Advisors Group
Massachusetts
$469K -$108K -1,668 -18%
VVP
468
Venture Visionary Partners
Ohio
$465K +$454 +7 +0.1%
TCPG
469
Trivant Custom Portfolio Group
California
$464K
RCA
470
Runnymede Capital Advisors
Ohio
$464K +$474K +7,311 New
Jones Financial Companies
471
Jones Financial Companies
Missouri
$462K +$16.9K +261 +4%
MFS
472
Mirabella Financial Services
United Kingdom
$462K +$472K +7,274 New
OIA
473
OneDigital Investment Advisors
Kansas
$460K -$27.4K -423 -6%
VCM
474
Voleon Capital Management
California
$459K +$154K +2,366 +49%
VWM
475
Venturi Wealth Management
Texas
$457K -$58.3K -898 -11%