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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
426
Independent Advisor Alliance
North Carolina
$805K +$642K +7,745 New
GIBU
427
Gulf International Bank (UK)
United Kingdom
$804K
VWM
428
Venturi Wealth Management
Texas
$801K
Assenagon Asset Management
429
Assenagon Asset Management
Luxembourg
$788K +$233K +2,815 +59%
BAM
430
Belpointe Asset Management
Nevada
$770K +$504K +6,077 +460%
P
431
Pitcairn
Pennsylvania
$763K +$608K +7,333 New
TSWM
432
Tyler-Stone Wealth Management
Ohio
$755K +$20.6K +249 +4%
AWS
433
Atria Wealth Solutions
New York
$738K +$586K +7,071 New
LCOV
434
London Company of Virginia
Virginia
$735K +$12.4K +150 +2%
AAS
435
Avantax Advisory Services
Texas
$734K -$628K -7,576 -52%
SW
436
SVB Wealth
Massachusetts
$717K -$156K -1,888 -21%
PWM
437
Perigon Wealth Management
California
$715K +$295K +3,558 +107%
AAS
438
Ameritas Advisory Services
Nebraska
$711K -$1.05M -12,672 -65%
NAM
439
NorthCrest Asset Manangement
Minnesota
$707K +$16.6K +200 +3%
ED
440
Exane Derivatives
France
$706K -$132K -1,590 -19%
Northwestern Mutual Wealth Management
441
Northwestern Mutual Wealth Management
Wisconsin
$688K +$53.2K +642 +11%
MAA
442
Mraz Amerine & Associates
California
$686K
SVWAG
443
Sound View Wealth Advisors Group
Georgia
$678K +$541K +6,524 New
CPC
444
Congress Park Capital
New York
$673K +$273K +3,300 +104%
SI
445
Stephens Inc
Arkansas
$670K -$1.05M -12,664 -66%
OFA
446
Oak Family Advisors
Illinois
$664K -$2.93M -35,384 -85%
RIA
447
Regal Investment Advisors
Michigan
$662K -$878K -10,592 -62%
Vanguard Personalized Indexing Management
448
Vanguard Personalized Indexing Management
California
$660K +$163K +1,967 +45%
YMRC
449
Yorktown Management & Research Company
Virginia
$655K
JWCA
450
J.W. Cole Advisors
Florida
$650K +$211K +2,551 +69%