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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
476
Aviso Wealth Management
Washington
$369K +$334K +6,340 New
NP
477
NorthRock Partners
Minnesota
$367K +$333K +6,316 New
DCM
478
Delta Capital Management
New Jersey
$367K -$2.64K -50 -0.8%
HPM
479
Hoxton Planning & Management
West Virginia
$363K -$22K -417 -6%
CCM
480
Coldstream Capital Management
Washington
$360K +$73.9K +1,401 +29%
PGFC
481
Peapack-Gladstone Financial Corp
New Jersey
$358K +$7.8K +148 +2%
S
482
SignatureFD
Georgia
$356K +$39.4K +747 +14%
DIA
483
Dana Investment Advisors
Wisconsin
$355K +$8.91K +169 +3%
IEFM
484
IQ EQ Fund Management
Ireland
$355K
JWA
485
JFS Wealth Advisors
Pennsylvania
$352K -$1.11K -21 -0.3%
HWM
486
HB Wealth Management
Georgia
$351K +$66.9K +1,268 +27%
SCM
487
Stevens Capital Management
Pennsylvania
$343K -$303K -5,751 -49%
SWA
488
Stratos Wealth Advisors
Ohio
$340K +$738 +14 +0.2%
MC
489
Machina Capital
France
$339K -$69.8K -1,324 -18%
FFM
490
Forum Financial Management
Illinois
$336K
MIC
491
Means Investment Company
Maine
$336K
PAS
492
Park Avenue Securities
New York
$335K +$3.43K +65 +1%
ACM
493
Allred Capital Management
Texas
$334K +$1.05K +20 +0.3%
CG
494
Caprock Group
Idaho
$334K +$303K +5,740 New
Wellington Management Group
495
Wellington Management Group
Massachusetts
$332K -$3.63M -68,814 -92%
DEA
496
DoubleLine ETF Adviser
Florida
$331K +$24.6K +467 +9%
MIA
497
MainStreet Investment Advisors
Illinois
$330K -$27.5K -522 -8%
VFA
498
Valeo Financial Advisors
Indiana
$330K +$299K +5,668 New
SC
499
Savant Capital
Illinois
$329K -$474 -9 -0.2%
PFS
500
Prospera Financial Services
Texas
$326K -$3.32K -63 -1%