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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
426
Valeo Financial Advisors
Indiana
$507K +$31.3K +132 +6%
PW
427
PUREfi Wealth
Massachusetts
$506K +$73.7K +311 +17%
SCM
428
Stevens Capital Management
Pennsylvania
$506K +$518K +2,185 New
NRD
429
Nebula Research & Development
New York
$503K -$120K -506 -19%
KIA
430
Knollwood Investment Advisory
Maryland
$497K
LNWWM
431
Laird Norton Wetherby Wealth Management
California
$496K +$508K +2,142 New
AF
432
Avanza Fonder
Sweden
$495K +$507K +2,139 New
WAG
433
Wallace Advisory Group
California
$494K +$14.2K +60 +3%
TSW
434
Three Seasons Wealth
Utah
$489K -$10.9K -46 -2%
YMRC
435
Yorktown Management & Research Company
Virginia
$486K
PCP
436
Perbak Capital Partners
United Kingdom
$486K +$498K +2,099 New
Carson Wealth (CWM LLC)
437
Carson Wealth (CWM LLC)
Nebraska
$484K +$2.85K +12 +0.6%
BCP
438
Blackhawk Capital Partners
Wisconsin
$484K -$393K -1,657 -44%
HAG
439
HighPoint Advisor Group
Illinois
$477K +$3.79K +16 +0.8%
CB
440
Commerce Bank
Missouri
$471K -$74.9K -316 -13%
William Blair & Company
441
William Blair & Company
Illinois
$467K +$18.7K +79 +4%
UWP
442
Uniting Wealth Partners
Kansas
$463K
BFG
443
Birch Financial Group
New Hampshire
$462K -$64K -270 -12%
QCG
444
Quadrant Capital Group
Ohio
$462K +$7.82K +33 +2%
SCA
445
Snowden Capital Advisors
New York
$461K -$170K -717 -26%
CFG
446
Citizens Financial Group
Rhode Island
$461K +$26.8K +113 +6%
FFP
447
FourThought Financial Partners
Florida
$457K +$21.1K +89 +5%
IIM
448
INTECH Investment Management
Florida
$456K +$217K +915 +87%
AV
449
ASR Vermogensbeheer
Netherlands
$456K -$2.37K -10 -0.5%
MGP
450
Metis Global Partners
California
$454K -$64.7K -273 -12%