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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
201
Venturi Wealth Management
Texas
$509K -$416K -11,827 -44%
PWPS
202
Pinnacle Wealth Planning Services
Ohio
$508K +$218K +6,196 +68%
PAG
203
Private Advisor Group
New Jersey
$497K +$24.1K +685 +5%
SCA
204
Snowden Capital Advisors
New York
$493K -$23.9K -680 -4%
GT
205
Glenmede Trust
Pennsylvania
$481K +$3.55K +101 +0.7%
BPA
206
Beacon Pointe Advisors
California
$478K +$507K +14,424 New
PA
207
Profund Advisors
Maryland
$477K -$78.8K -2,241 -13%
LWAM
208
Legacy Wealth Asset Management
Minnesota
$473K +$22K +627 +5%
GWM
209
Gibbs Wealth Management
Georgia
$468K +$496K +14,116 New
CCA
210
Checchi Capital Advisers
California
$464K -$7.66K -218 -2%
SC
211
Syon Capital
California
$458K -$93.7K -2,666 -16%
TI
212
Tidal Investments
Wisconsin
$454K +$117K +3,330 +32%
GCM
213
Gallacher Capital Management
Colorado
$448K +$66.4K +1,889 +16%
AC
214
AXQ Capital
New Jersey
$441K +$468K +13,312 New
Kayne Anderson Rudnick Investment Management
215
Kayne Anderson Rudnick Investment Management
California
$441K -$314K -8,935 -40%
Janus Henderson Group
216
Janus Henderson Group
$436K
UWS
217
Unique Wealth Strategies
Illinois
$434K +$461K +13,098 New
CCM
218
Coldstream Capital Management
Washington
$434K -$822K -23,371 -64%
BTI
219
Blue Trust Inc
Georgia
$429K +$367K +10,451 +420%
GT
220
Greenleaf Trust
Michigan
$425K -$703 -20 -0.2%
SC
221
Savant Capital
Illinois
$425K +$451K +12,815 New
CA
222
Clearstead Advisors
Ohio
$425K +$451K +12,814 New
AWM
223
Aprio Wealth Management
Georgia
$413K +$222K +6,314 +103%
Calamos Advisors
224
Calamos Advisors
Illinois
$412K -$105 -3 -0%
KPWS
225
Kestra Private Wealth Services
Texas
$411K +$47.1K +1,339 +12%