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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
$1.6M +$623K +1,891 +66%
AAP
777
Arax Advisory Partners
Colorado
$1.59M +$16.2K +49 +1%
BAM
778
Belpointe Asset Management
Nevada
$1.59M +$30.3K +92 +2%
DCM
779
Decatur Capital Management
Georgia
$1.59M
SICM
780
Sustainable Insight Capital Management
New York
$1.59M +$409K +1,242 +35%
BWL
781
Bogart Wealth LLC
Virginia
$1.58M +$243K +738 +19%
CCG
782
Chatham Capital Group
Georgia
$1.58M +$44.5K +135 +3%
DEA
783
DoubleLine ETF Adviser
Florida
$1.57M +$1.55M +4,698 New
LWP
784
Lumature Wealth Partners
Georgia
$1.57M -$95.9K -291 -6%
WP
785
WealthShield Partners
North Carolina
$1.57M +$246K +745 +19%
HIP
786
Harrell Investment Partners
Texas
$1.56M +$76.5K +232 +5%
PWAG
787
Polaris Wealth Advisory Group
California
$1.56M
Verition Fund Management
788
Verition Fund Management
Connecticut
$1.56M -$2.14M -6,484 -58%
SP
789
Saranac Partners
$1.55M +$1.53M +4,636 New
CGIM
790
Capital Group Investment Management
Singapore
$1.55M +$1.53M +4,635 New
CGL
791
Clarius Group LLC
Washington
$1.55M +$26.7K +81 +2%
BB
792
Bell Bank
North Dakota
$1.53M -$59.7K -181 -4%
BRWA
793
B. Riley Wealth Advisors
Florida
$1.5M +$261K +792 +22%
LT
794
Lindsell Train
United Kingdom
$1.47M
CPC
795
Consolidated Planning Corp
Georgia
$1.47M -$6.59K -20 -0.5%
AMM
796
American Money Management
California
$1.47M +$92K +279 +7%
AIM
797
Anchor Investment Management
South Carolina
$1.46M -$155K -470 -10%
WFG
798
Wills Financial Group
Virginia
$1.45M +$1.43M +4,331 New
HCC
799
Hirtle Callaghan & Co
Pennsylvania
$1.44M -$41.5K -126 -3%
SAM
800
Stansberry Asset Management
Texas
$1.43M -$3.59M -10,892 -72%