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Name Holding Trade Value Shares
Change
Change in
Stake
VCP
451
Verus Capital Partners
Arizona
$400K -$134K -23 -27%
FWIA
452
Fort Washington Investment Advisors
Ohio
$400K -$58.2K -10 -14%
CPW
453
Crestmont Private Wealth
Texas
$400K +$40.7K +7 +13%
TMAM
454
Tokio Marine Asset Management
Japan
$400K +$52.4K +9 +17%
SIA
455
SkyView Investment Advisors
New Jersey
$394K +$361K +62 New
AM
456
Atwater Malick
Pennsylvania
$394K
OIA
457
OneDigital Investment Advisors
Kansas
$387K +$355K +61 New
PCP
458
Proficio Capital Partners
Massachusetts
$381K -$29.1K -5 -8%
UAML
459
US Asset Management LLC
Pennsylvania
$381K
MAM
460
Marotta Asset Management
Virginia
$375K +$343K +59 New
BCV
461
Banque Cantonale Vaudoise
Switzerland
$374K
CCA
462
Checchi Capital Advisers
California
$368K -$5.82K -1 -2%
TAM
463
Tocqueville Asset Management
New York
$368K -$5.82K -1 -2%
BC
464
Burney Company
Virginia
$368K
DIS
465
Diversified Investment Strategies
Louisiana
$368K
MSAM
466
Moloney Securities Asset Management
Missouri
$368K +$17.5K +3 +5%
Wealth Enhancement Advisory Services
467
Wealth Enhancement Advisory Services
Minnesota
$368K +$338K +58 New
DT
468
Diversified Trust
Tennessee
$368K -$448K -77 -57%
KFP
469
KB Financial Partners
New Jersey
$368K +$338K +58 New
SW
470
SVB Wealth
Massachusetts
$362K -$17.5K -3 -5%
Northwestern Mutual Wealth Management
471
Northwestern Mutual Wealth Management
Wisconsin
$362K +$116K +20 +54%
HCM
472
Hollencrest Capital Management
California
$356K
NA
473
NewEdge Advisors
Louisiana
$356K -$34.9K -6 -10%
CWA
474
CM Wealth Advisors
Ohio
$343K -$1.58M -272 -83%
Vontobel Holding
475
Vontobel Holding
Switzerland
$324K -$11.6K -2 -4%