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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
401
Visionary Wealth Advisors
Illinois
$302K +$11.8K +232 +4%
GIA
402
Gladstone Institutional Advisory
Florida
$302K +$2.74K +54 +0.9%
EH
403
Equitable Holdings
New York
$301K +$92.5K +1,821 +45%
AP
404
Atwood & Palmer
Missouri
$301K +$297K +5,844 New
VCAM
405
Van Cleef Asset Management
Ohio
$299K
DWA
406
Douglass Winthrop Advisors
New York
$299K
MFWP
407
Mosaic Family Wealth Partners
Missouri
$298K
CAGAS
408
Capital Advisory Group Advisory Services
Minnesota
$297K -$34.8K -685 -11%
UCFA
409
United Capital Financial Advisors
Texas
$296K +$292K +5,748 New
AFO
410
Allie Family Office
Florida
$295K
PTC
411
Philadelphia Trust Company
Pennsylvania
$289K
SAM
412
Secure Asset Management
Michigan
$288K +$2.13K +42 +0.8%
MCM
413
Mainstay Capital Management
Michigan
$286K +$282K +5,548 New
MPCA
414
Madison Park Capital Advisors
Washington
$283K
PA
415
Parallel Advisors
California
$283K -$125K -2,451 -31%
FDCDDQ
416
Federation des caisses Desjardins du Quebec
Quebec, Canada
$281K
OFA
417
Oak Family Advisors
Illinois
$279K +$356 +7 +0.1%
QPWM
418
Quadrant Private Wealth Management
Pennsylvania
$278K
RCM
419
Rockbridge Capital Management
Virginia
$277K
BWP
420
BSW Wealth Partners
Colorado
$277K
PCM
421
Parsons Capital Management
Rhode Island
$274K
CA
422
Claro Advisors
Massachusetts
$271K
VCA
423
Verdence Capital Advisors
Maryland
$268K +$51 +1 +0%
RHP
424
Royal Harbor Partners
Texas
$268K
Wolverine Trading
425
Wolverine Trading
Illinois
$267K +$263K +5,168 New