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Name Holding Trade Value Shares
Change
Change in
Stake
VT
476
Vise Technologies
New York
$217K -$48.9K -865 -18%
Capstone Investment Advisors
477
Capstone Investment Advisors
New York
$217K +$217K +3,846 New
SWM
478
Seed Wealth Management
Illinois
$216K
MOS
479
MGO One Seven
Ohio
$216K -$71.5K -1,265 -25%
PFM
480
Privium Fund Management
Netherlands
$216K +$29.2K +516 +16%
AAM
481
Alken Asset Management
United Kingdom
$214K
KWA
482
Kingswood Wealth Advisors
California
$213K +$214K +3,787 New
HCM
483
Harvey Capital Management
Florida
$213K +$213K +3,775 New
GAM
484
Gotham Asset Management
New York
$212K +$213K +3,772 New
HIM
485
Hillsdale Investment Management
Ontario, Canada
$209K +$28.3K +500 +16%
CJFS
486
Coulter & Justus Financial Services
Tennessee
$208K
AAS
487
Avantax Advisory Services
Texas
$207K -$1.13K -20 -0.5%
LIP
488
Lighthouse Investment Partners
Florida
$206K -$2.1M -37,149 -91%
LAM
489
Lakewood Asset Management
Illinois
$200K -$164K -2,909 -45%
Envestnet Portfolio Solutions
490
Envestnet Portfolio Solutions
Illinois
$200K -$181K -3,196 -47%
RFO
491
RiverGlades Family Offices
Florida
$200K
HCM
492
Hollencrest Capital Management
California
$193K
BTI
493
Blue Trust Inc
Georgia
$175K -$7.12K -126 -4%
BCWM
494
Bartlett & Co Wealth Management
Ohio
$174K
BC
495
Bartlett & Co
Ohio
$174K
UCB
496
United Community Bank
South Carolina
$172K -$170 -3 -0.1%
Jones Financial Companies
497
Jones Financial Companies
Missouri
$169K +$91.4K +1,617 +117%
PIM
498
Platinum Investment Management
Australia
$159K +$41.2K +729 +35%
SPIA
499
Steward Partners Investment Advisory
New York
$156K +$1.13K +20 +0.7%
WTA
500
Washington Trust Advisors
Massachusetts
$151K