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Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1001
Vestmark Advisory Solutions
Massachusetts
$399K +$208K +2,519 +82%
BC
1002
Bridgefront Capital
Texas
$399K +$462K +5,591 New
GAG
1003
GM Advisory Group
New York
$396K
PWAM
1004
Private Wealth Asset Management
Iowa
$396K
DO
1005
denkapparat Operations
Germany
$390K
WMA
1006
Wealth Management Associates
New Jersey
$390K
LOAMS
1007
Lombard Odier Asset Management (Switzerland)
Switzerland
$389K +$451K +5,456 New
MHIC
1008
Marble Harbor Investment Counsel
Massachusetts
$389K -$47.9K -580 -10%
PA
1009
Pinnacle Associates
New York
$388K -$517K -6,257 -54%
SWM
1010
Segment Wealth Management
Texas
$388K
ISFAN
1011
Investor's Fiduciary Advisor Network
Washington
$386K
CCA
1012
Carrera Capital Advisors
Michigan
$385K -$3.54M -42,812 -89%
BHC
1013
Bull Harbor Capital
Maryland
$385K +$446K +5,396 New
PCIA
1014
Prime Capital Investment Advisors
Kansas
$385K +$51.8K +627 +13%
MMPW
1015
Mitchell McLeod Pugh & Williams
Alabama
$384K
RIA
1016
Richwood Investment Advisors
Ohio
$382K +$172K +2,085 +64%
RHJA
1017
Rice Hall James & Associates
California
$381K
S
1018
SignatureFD
Georgia
$381K +$53.7K +650 +14%
BFO
1019
Boston Family Office
Massachusetts
$379K +$2.89K +35 +0.7%
KJWM
1020
Kiley Juergens Wealth Management
Washington
$379K +$439K +5,313 New
SCM
1021
Schnieders Capital Management
California
$379K
MA
1022
MKT Advisors
California
$377K +$413 +5 +0.1%
CWS
1023
Cypress Wealth Services
California
$376K -$20.7K -251 -5%
AIC
1024
Aurora Investment Counsel
Georgia
$374K -$1.18M -14,251 -73%
BAAM
1025
Baker Avenue Asset Management
California
$372K -$71.6K -866 -14%