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Mizuho Financial

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
151
Venturi Wealth Management
Texas
$383K +$276K +40,327 +336%
VFA
152
Valeo Financial Advisors
Indiana
$382K +$33.1K +4,837 +10%
P
153
&Partners
Tennessee
$380K +$49.5K +7,235 +16%
CCM
154
Coldstream Capital Management
Washington
$380K +$61K +8,931 +21%
TSS
155
Two Sigma Securities
New York
$379K +$354K +51,832 New
PWPS
156
Pinnacle Wealth Planning Services
Ohio
$374K +$7.63K +1,117 +2%
AA
157
Addison Advisors
Vermont
$370K -$6.05K -885 -2%
HFS
158
Hantz Financial Services
Michigan
$366K +$112K +16,434 +49%
FOA
159
Five Oceans Advisors
California
$362K
DC
160
Davenport & Co
Virginia
$350K +$326K +47,746 New
BA
161
Bridgewater Advisors
New York
$349K +$17.9K +2,618 +7%
UBS AM
162
UBS AM
Illinois
$340K +$317K +46,394 New
BCG
163
BayBridge Capital Group
California
$339K +$2.47K +362 +0.8%
PCIA
164
Prime Capital Investment Advisors
Kansas
$335K +$2.47K +361 +0.8%
SRC
165
Sage Rhino Capital
California
$333K +$205 +30 +0.1%
SWP
166
Sagespring Wealth Partners
Tennessee
$326K +$91.2K +13,338 +43%
SFC
167
SYM Financial Corp
Indiana
$326K +$4.93K +722 +2%
AWM
168
Apollon Wealth Management
South Carolina
$321K -$11.8K -1,721 -4%
KCM
169
Kathmere Capital Management
Pennsylvania
$317K +$58K +8,488 +24%
NRC
170
New Republic Capital
North Carolina
$311K +$175K +25,547 +151%
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$310K +$97.5K +14,267 +51%
OIA
172
OneDigital Investment Advisors
Kansas
$308K +$30.1K +4,411 +12%
AWP
173
Abacus Wealth Partners
California
$302K +$282K +41,265 New
SSC
174
Syverson Strege & Co
Iowa
$300K -$5.18K -758 -2%
WANY
175
Wealthspire Advisors (New York)
New York
$297K +$271K +39,654 +4,067%