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Name Holding Trade Value Shares
Change
Change in
Stake
GWA
1126
Gratus Wealth Advisors
Virginia
$485K +$452K +4,497 New
JIC
1127
Joel Isaacson & Co
New York
$482K +$50.3K +500 +13%
UB
1128
Umpqua Bank
Oregon
$480K +$7.04K +70 +2%
DWM
1129
Drive Wealth Management
Utah
$480K +$21.6K +215 +5%
ILI
1130
Invesco LLC (Illinois)
Illinois
$476K +$57.6K +573 +15%
GAM
1131
Grandview Asset Management
Pennsylvania
$474K +$191K +1,899 +76%
Voloridge Investment Management
1132
Voloridge Investment Management
Florida
$473K -$65.7M -653,134 -99%
WC
1133
Waterloo Capital
Texas
$469K +$437K +4,346 New
CWG
1134
Cornerstone Wealth Group
North Carolina
$468K +$2.61K +26 +0.6%
AA
1135
ALPS Advisors
Colorado
$467K
AA
1136
Alta Advisers
United Kingdom
$466K
SFI
1137
SPC Financial Inc
Maryland
$464K +$1.61K +16 +0.4%
PWMAG
1138
Pinnacle Wealth Management Advisory Group
New Jersey
$463K +$4.62K +46 +1%
OIS
1139
OneAscent Investment Solutions
Alabama
$460K +$130K +1,289 +43%
ZIM
1140
Zacks Investment Management
Illinois
$455K -$13.7K -136 -3%
WCWM
1141
Willow Creek Wealth Management
California
$454K -$67.9K -675 -14%
KHCM
1142
Kirtland Hills Capital Management
Ohio
$454K
WBC
1143
Westpac Banking Corp
Australia
$453K
YIA
1144
YHB Investment Advisors
Connecticut
$451K +$30.2K +300 +8%
SWA
1145
SFMG Wealth Advisors
Texas
$450K +$191K +1,900 +84%
DWM
1146
Dynasty Wealth Management
Florida
$449K -$87.6K -871 -17%
PFPT
1147
Pinnacle Financial Partners (Tennessee)
Tennessee
$448K +$25K +249 +6%
LWP
1148
LeClair Wealth Partners
Ohio
$448K
FMLI
1149
Fukoku Mutual Life Insurance
Japan
$445K
WMA
1150
Wealth Management Associates
New Jersey
$443K