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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
401
Venturi Wealth Management
Texas
$750K +$7.04K +32 +1%
AWAU
402
Alliance Wealth Advisors (Utah)
Utah
$749K +$14.1K +64 +2%
CIA
403
Compass Ion Advisors
Pennsylvania
$744K +$132K +598 +22%
TMAM
404
Tokio Marine Asset Management
Japan
$734K +$64.9K +295 +10%
MOS
405
MGO One Seven
Ohio
$718K -$19.4K -88 -3%
GCA
406
Greenwood Capital Associates
South Carolina
$715K +$3.52K +16 +0.5%
ACM
407
Aljian Capital Management
Nevada
$703K -$22K -100 -3%
Nomura Holdings
408
Nomura Holdings
Japan
$701K -$34.8K -158 -5%
SP
409
Stonebrook Private
Michigan
$695K -$3.08K -14 -0.5%
ACM
410
Advisors Capital Management
New Jersey
$695K -$77K -350 -10%
OTL
411
Oak Thistle LLC
New York
$687K -$1.18M -5,356 -64%
OIS
412
OneAscent Investment Solutions
Alabama
$673K +$653K +2,970 New
TRCT
413
Tower Research Capital (TRC)
New York
$658K -$800K -3,635 -56%
Fifth Third Bancorp
414
Fifth Third Bancorp
Ohio
$656K +$91.5K +416 +17%
GC
415
Guggenheim Capital
Illinois
$655K -$121K -550 -16%
Wealthfront Advisers
416
Wealthfront Advisers
California
$653K +$221K +1,004 +53%
KRSITF
417
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$650K +$630K +2,866 New
FFO
418
Fiduciary Family Office
Florida
$645K +$626K +2,844 New
QCM
419
QRG Capital Management
Illinois
$642K +$343K +1,559 +122%
PWP
420
Phillips Wealth Planners
Mississippi
$641K +$83.4K +379 +15%
SCM
421
Seascape Capital Management
New Hampshire
$636K -$13.6K -62 -2%
SSA
422
Schonfeld Strategic Advisors
New York
$635K -$1.12M -5,100 -65%
CBA
423
Coastal Bridge Advisors
Connecticut
$632K +$613K +2,788 New
WF
424
Welch & Forbes
Massachusetts
$631K
KIA
425
Knollwood Investment Advisory
Maryland
$629K