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Name Holding Trade Value Shares
Change
Change in
Stake
SW
651
SVB Wealth
Massachusetts
$784K +$55.6K +304 +8%
PAS
652
Point72 Asia (Singapore)
Singapore
$780K +$207K +1,131 +40%
MCM
653
Monarch Capital Management
Indiana
$779K
DWT
654
Dorsey & Whitney Trust
South Dakota
$776K -$8.04K -44 -1%
WPC
655
Wedmont Private Capital
Pennsylvania
$770K +$44.6K +244 +7%
SWM
656
SeaCrest Wealth Management
New York
$768K -$32.2K -176 -4%
HAG
657
HighPoint Advisor Group
Illinois
$767K +$22.3K +122 +3%
PCIA
658
Prime Capital Investment Advisors
Kansas
$761K +$8.77K +48 +1%
IAIM
659
International Assets Investment Management
Florida
$760K +$38.7K +212 +6%
VCA
660
Verdence Capital Advisors
Maryland
$759K -$627K -3,433 -47%
BHCM
661
Brevan Howard Capital Management
Jersey
$756K -$973K -5,323 -58%
RGI
662
River Global Investors
United Kingdom
$746K -$8.96K -49 -1%
APWM
663
Argonautica Private Wealth Management
Massachusetts
$745K
PCS
664
Personal CFO Solutions
New Jersey
$742K +$6.95K +38 +1%
DDPIC
665
Deroy & Devereaux Private Investment Counsel
Michigan
$740K
MWPCG
666
Measured Wealth Private Client Group
New Hampshire
$740K -$119K -649 -15%
GSC
667
Grey Street Capital
Illinois
$739K +$680K +3,723 New
IWA
668
IVC Wealth Advisors
Pennsylvania
$736K +$2.19K +12 +0.3%
VT
669
Vise Technologies
New York
$728K -$24.3K -133 -3%
CL
670
Choreo LLC
Illinois
$726K +$100K +548 +18%
Koshinski Asset Management
671
Koshinski Asset Management
Illinois
$725K -$295K -1,614 -31%
LFAS
672
Level Four Advisory Services
Texas
$722K
TCOV
673
Trust Company of Vermont
Vermont
$719K +$100K +549 +18%
AWM
674
Accurate Wealth Management
Florida
$716K +$87.2K +477 +15%
ACM
675
Allred Capital Management
Texas
$714K +$366 +2 +0.1%