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Name Holding Trade Value Shares
Change
Change in
Stake
CA
351
Clearstead Advisors
Ohio
$574K +$14.6K +416 +3%
BPC
352
Bryce Point Capital
New York
$545K +$525K +14,942 New
OPWM
353
Oxinas Partners Wealth Management
Indiana
$541K +$522K +14,854 New
SF
354
Synovus Financial
Georgia
$541K -$5.94K -169 -1%
SFS
355
Sowell Financial Services
Arkansas
$528K -$9.66K -275 -2%
IGAM
356
iA Global Asset Management
Quebec, Canada
$523K +$92.5K +2,633 +22%
LFG
357
Larson Financial Group
Missouri
$519K +$228K +6,488 +84%
Vontobel Holding
358
Vontobel Holding
Switzerland
$505K -$188K -5,338 -28%
BFS
359
Bradley Foster & Sargent
Connecticut
$498K +$46.2K +1,315 +11%
Bank Julius Baer & Co
360
Bank Julius Baer & Co
Switzerland
$497K +$25.8K +735 +6%
SAM
361
S.A. Mason
Michigan
$490K +$36K +1,025 +8%
VA
362
Vident Advisory
Georgia
$490K +$472K +13,430 New
TCM
363
Triumph Capital Management
Colorado
$489K +$7.45K +212 +2%
ACA
364
American Capital Advisory
Idaho
$489K +$452K +12,875 +2,420%
CIBC Asset Management
365
CIBC Asset Management
Ontario, Canada
$485K +$24.5K +697 +6%
AFG
366
Atomi Financial Group
New York
$480K +$52.6K +1,497 +13%
Cambridge Investment Research Advisors
367
Cambridge Investment Research Advisors
Iowa
$478K +$49.3K +1,402 +12%
FAIM
368
Financial Advocates Investment Management
Washington
$477K -$19.3K -550 -4%
AIA
369
AssuredPartners Investment Advisors
Florida
$473K +$456K +12,971 New
WC
370
Wynn Capital
Georgia
$472K +$8.79K +250 +2%
RIM
371
Redwood Investment Management
Arizona
$466K +$449K +12,776 New
CSP
372
Cary Street Partners
Virginia
$460K +$443K +12,608 New
BA
373
Bridgewater Advisors
New York
$460K -$1.48K -42 -0.3%
TFA
374
Trinity Financial Advisors
Ohio
$458K +$91.2K +2,595 +26%
BCM
375
Brasada Capital Management
Texas
$456K