Name Holding Trade Value Shares
Change
Change in
Stake
WANY
726
Wealthspire Advisors (New York)
New York
$437K -$174K -1,907 -30%
PW
727
PUREfi Wealth
Massachusetts
$437K -$183 -2 -0%
PP
728
PDS Planning
Ohio
$435K +$35.1K +384 +9%
RWM
729
Ritholtz Wealth Management
New York
$434K +$75.3K +823 +23%
AIM
730
Advyzon Investment Management
Illinois
$434K +$409K +4,466 New
UAML
731
US Asset Management LLC
Pennsylvania
$434K +$1.1K +12 +0.3%
RPGK
732
Retirement Planning Group (Kansas)
Kansas
$432K +$181K +1,974 +80%
SACTSONJ
733
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$429K +$404K +4,419 New
T
734
TOBAM
France
$428K – – –
Brown Advisory
735
Brown Advisory
Maryland
$427K -$3.29K -36 -0.8%
PG
736
Patten Group
Tennessee
$427K +$3.94K +43 +1%
SWM
737
SeaCrest Wealth Management
New York
$426K +$92 +1 +0%
VT
738
Volterra Technologies
New York
$426K -$652K -7,130 -62%
EWA
739
Etesian Wealth Advisors
Oregon
$425K – – –
CAM
740
Chesapeake Asset Management
New York
$423K -$34K -372 -8%
NG
741
Norden Group
Utah
$422K -$279K -3,054 -41%
MTI
742
Merrithew & Thorsten Inc
California
$419K +$2.75K +30 +0.7%
BB
743
Busey Bank
Illinois
$419K -$34.5K -377 -8%
DWM
744
Diversify Wealth Management
Utah
$418K +$413K +4,516 New
HH
745
Hilltop Holdings
Texas
$417K -$3.49M -38,161 -90%
WPC
746
Wedmont Private Capital
Pennsylvania
$416K +$47.6K +520 +14%
LCM
747
Leisure Capital Management
California
$412K – – –
OCA
748
OpenArc Corporate Advisory
Georgia
$412K +$69.4K +758 +22%
HDIM
749
Hanson & Doremus Investment Management
Vermont
$409K +$2.65K +29 +0.7%
OAM
750
Occidental Asset Management
California
$409K +$4.48K +49 +1%