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Name Holding Trade Value Shares
Change
Change in
Stake
VCM
201
Versant Capital Management
Arizona
$981K +$198K +976 +27%
TCWM
202
Total Clarity Wealth Management
Illinois
$975K +$24.7K +122 +3%
B
203
Bailard
California
$968K -$60K -296 -6%
CFG
204
CKW Financial Group
Hawaii
$968K +$406 +2 +0%
OCM
205
Ovata Capital Management
Hong Kong
$964K +$913K +4,500 New
PP
206
PDS Planning
Ohio
$962K +$120K +592 +15%
BWM
207
BigSur Wealth Management
Florida
$957K
IB
208
Intrust Bank
Kansas
$955K +$98.8K +487 +12%
X
209
Xponance
Pennsylvania
$955K +$95.1K +469 +12%
TWC
210
TD Waterhouse Canada
Ontario, Canada
$952K +$53.3K +263 +6%
AWP
211
Abacus Wealth Partners
California
$938K +$888K +4,380 New
AWM
212
Apollon Wealth Management
South Carolina
$935K -$34.7K -171 -4%
VFA
213
Valeo Financial Advisors
Indiana
$922K +$49.9K +246 +6%
MGIA
214
Moneta Group Investment Advisors
Missouri
$915K +$12.6K +62 +1%
CIBC Asset Management
215
CIBC Asset Management
Ontario, Canada
$910K +$862K +4,251 New
BOS
216
Bank of Stockton
California
$905K +$8.32K +41 +1%
FLPIM
217
F.L. Putnam Investment Management
Massachusetts
$901K +$66.7K +329 +8%
AWM
218
Axxcess Wealth Management
California
$899K -$20.3K -100 -2%
BWA
219
Basecamp Wealth Advisors
Washington
$892K +$846K +4,169 New
HC
220
Henshaw Capital
Massachusetts
$889K +$391K +1,927 +87%
PA
221
Parallel Advisors
California
$884K -$21.3K -105 -2%
HWM
222
HB Wealth Management
Georgia
$859K +$83K +409 +11%
KeyBank National Association
223
KeyBank National Association
Ohio
$857K +$273K +1,345 +51%
BLFG
224
Brian Low Financial Group
Louisiana
$849K +$115K +569 +17%
PTFIS
225
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$849K +$804K +3,966 New