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Name Holding Trade Value Shares
Change
Change in
Stake
SAI
426
Savvy Advisors Inc
New York
$812K +$301K +1,199 +60%
SCP
427
Sivia Capital Partners
California
$805K +$357K +1,421 +81%
CCP
428
Caden Capital Partners
California
$804K -$30.5M -121,554 -97%
HAG
429
HighPoint Advisor Group
Illinois
$803K +$509K +2,025 +177%
HWM
430
HB Wealth Management
Georgia
$797K -$4.52K -18 -0.6%
PWPS
431
Pinnacle Wealth Planning Services
Ohio
$793K -$72.8K -290 -8%
ACM
432
Aljian Capital Management
Nevada
$786K
Brown Advisory
433
Brown Advisory
Maryland
$784K +$508K +2,021 +189%
HF
434
HRT Financial
New York
$781K -$245K -975 -24%
QI
435
Qtron Investments
Massachusetts
$775K
SIA
436
SkyView Investment Advisors
New Jersey
$772K -$9.04K -36 -1%
DAS
437
Diversify Advisory Services
Utah
$771K +$57.3K +228 +9%
PCA
438
Pallas Capital Advisors
Massachusetts
$758K -$371K -1,479 -33%
BFM
439
Boothbay Fund Management
New York
$756K +$415K +1,654 +125%
GT
440
Greenleaf Trust
Michigan
$753K +$94.2K +375 +14%
LNWTC
441
Laird Norton Wetherby Trust Company
Washington
$738K +$731K +2,912 New
EF
442
Empowered Funds
Pennsylvania
$736K +$8.29K +33 +1%
OWA
443
Outlook Wealth Advisors
Texas
$730K -$1.51K -6 -0.2%
LWAM
444
Legacy Wealth Asset Management
Minnesota
$728K +$2.51K +10 +0.3%
CBA
445
Coastal Bridge Advisors
Connecticut
$726K +$2.01K +8 +0.3%
LWM
446
Lakeridge Wealth Management
Ohio
$725K +$3.27K +13 +0.5%
EWA
447
EP Wealth Advisors
California
$720K +$713K +2,841 New
RWM
448
Ritholtz Wealth Management
New York
$718K +$136K +542 +24%
WF
449
Welch & Forbes
Massachusetts
$706K
KIA
450
Knollwood Investment Advisory
Maryland
$703K