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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
526
World Investment Advisors
California
$582K +$145K +689 +37%
AF
527
Advisornet Financial
Minnesota
$580K +$12.4K +59 +2%
WP
528
Westmount Partners
California
$578K -$10.5K -50 -2%
VanEck Associates
529
VanEck Associates
New York
$577K -$13K -62 -2%
PP
530
Prudential plc
United Kingdom
$575K
CUAMC
531
China Universal Asset Management Company
China
$575K +$526K +2,500 New
PCA
532
Pallas Capital Advisors
Massachusetts
$570K +$27.1K +129 +5%
BMSSC
533
B. Metzler seel. Sohn & Co
Germany
$563K -$616K -2,927 -54%
PCM
534
Permanent Capital Management
Illinois
$549K +$29.4K +140 +6%
IAA
535
Independent Advisor Alliance
North Carolina
$548K +$94.2K +448 +23%
WS
536
Wedbush Securities
California
$548K +$631 +3 +0.1%
ML
537
McAdam LLC
Pennsylvania
$547K +$501K +2,381 New
MPWS
538
McCarter Private Wealth Services
Massachusetts
$545K +$498K +2,370 New
WANY
539
Wealthspire Advisors (New York)
New York
$543K -$2.07M -9,865 -81%
TA
540
TrueWealth Advisors
Alabama
$542K +$496K +2,358 New
MWM
541
Mindset Wealth Management
Indiana
$538K +$6.31K +30 +1%
GCP
542
GSA Capital Partners
United Kingdom
$536K -$711K -3,383 -59%
PWM
543
Perigon Wealth Management
California
$533K +$215K +1,021 +79%
BRWA
544
B. Riley Wealth Advisors
Florida
$532K -$3.55M -16,894 -88%
CWP
545
Curated Wealth Partners
California
$525K -$8.2K -39 -2%
MF
546
Meridian Financial
Massachusetts
$524K
DAS
547
Diversify Advisory Services
Utah
$523K +$476K +2,265 New
IA
548
Integrity Alliance
Iowa
$520K +$476K +2,264 New
IP
549
Intellectus Partners
California
$520K +$475K +2,260 New
PG
550
Patten Group
Tennessee
$511K -$409K -1,947 -47%