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Name Holding Trade Value Shares
Change
Change in
Stake
PPW
776
Parcion Private Wealth
Washington
$370K +$430K +2,533 New
PWM
777
Prentice Wealth Management
New York
$369K +$429K +2,526 New
BHPW
778
Beverly Hills Private Wealth
California
$369K -$26K -153 -6%
MAC
779
Mason & Associates (California)
California
$367K
VanEck Associates
780
VanEck Associates
New York
$366K -$965K -5,688 -69%
CLOS
781
Compagnie Lombard Odier SCmA
Switzerland
$365K
PW
782
Pandora Wealth
Illinois
$365K +$424K +2,500 New
WAM
783
Weiss Asset Management
Massachusetts
$365K +$424K +2,500 New
SWP
784
Sagespring Wealth Partners
Tennessee
$362K -$37.3K -220 -8%
KA
785
Kovack Advisors
Florida
$361K -$21.4K -126 -5%
NWM
786
Northwest Wealth Management
Iowa
$360K +$153K +903 +58%
GF
787
Gries Financial
Ohio
$360K +$417K +2,460 New
FAIM
788
Financial Advocates Investment Management
Washington
$358K +$7.81K +46 +2%
SFG
789
SevenBridge Financial Group
Pennsylvania
$357K -$36.5K -215 -10%
MOS
790
MGO One Seven
Ohio
$356K -$19.9K -117 -5%
RWM
791
Ritholtz Wealth Management
New York
$355K +$413K +2,432 New
PWM
792
Palumbo Wealth Management
New York
$352K +$86.7K +511 +27%
CCFM
793
Clear Creek Financial Management
Washington
$352K +$21.2K +125 +5%
FT
794
Fiduciary Trust
Massachusetts
$350K +$1.19K +7 +0.3%
MWM
795
Modera Wealth Management
New Jersey
$349K +$71.6K +422 +21%
CIA
796
Concurrent Investment Advisors
Florida
$347K +$53.6K +316 +15%
OIA
797
OneDigital Investment Advisors
Kansas
$347K -$121K -712 -23%
WPW
798
Watershed Private Wealth
Illinois
$347K +$403K +2,375 New
LS
799
Livforsakringsbolaget Skandia
Sweden
$338K
VFA
800
Values First Advisors
Tennessee
$338K +$391K +2,305 New