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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
1076
Lyell Wealth Management
California
$772K -$313K -4,802 -28%
JWCA
1077
J.W. Cole Advisors
Florida
$771K -$209K -3,200 -21%
VVP
1078
Venture Visionary Partners
Ohio
$771K -$137K -2,108 -15%
MMH
1079
Menora Mivtachim Holdings
Israel
$765K +$391K +6,000 +100%
SLI
1080
Sumitomo Life Insurance
Japan
$764K +$8.6K +132 +1%
MYIA
1081
Mount Yale Investment Advisors
Colorado
$754K -$42.5K -652 -5%
BSC
1082
Brown Shipley & Co
United Kingdom
$748K -$131K -2,017 -15%
SAM
1083
Smartleaf Asset Management
Massachusetts
$746K +$76.5K +1,174 +11%
YAVAPFMC
1084
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$745K
LNB
1085
Ledyard National Bank
$744K -$12.1K -185 -2%
GAM
1086
Groupama Asset Management
France
$739K +$70.5K +1,082 +10%
LBC
1087
Lowe Brockenbrough & Co
Virginia
$737K +$250K +3,829 +49%
SW
1088
SVB Wealth
Massachusetts
$736K -$856K -13,127 -53%
CWA
1089
Cura Wealth Advisors
Illinois
$735K +$32.6K +500 +5%
RWM
1090
Ritholtz Wealth Management
New York
$733K -$913 -14 -0.1%
MTIM
1091
Marathon Trading Investment Management
Pennsylvania
$733K -$186K -2,855 -20%
FFM
1092
Forum Financial Management
Illinois
$732K +$98.9K +1,517 +15%
NP
1093
NorthRock Partners
Minnesota
$729K -$658K -10,099 -47%
EFG
1094
Elevated Financial Group
Indiana
$725K +$742K +11,384 New
GIM
1095
Generali Investments Management
Slovenia
$725K -$673K -10,321 -48%
DCM
1096
Donaldson Capital Management
Indiana
$724K -$114K -1,747 -13%
SIC
1097
Salem Investment Counselors
North Carolina
$720K +$60.4K +926 +9%
RYIA
1098
Roehl & Yi Investment Advisors
Oregon
$718K +$6.71K +103 +0.9%
SWP
1099
Sagespring Wealth Partners
Tennessee
$716K +$74.1K +1,137 +11%
TA
1100
TCM Advisors
West Virginia
$715K