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Name Holding Trade Value Shares
Change
Change in
Stake
FA
526
Fountainhead AM
New Jersey
$269K +$14.5K +175 +6%
VCM
527
Versant Capital Management
Arizona
$267K +$67.9K +819 +38%
PCP
528
Proficio Capital Partners
Massachusetts
$266K +$247K +2,977 New
HI
529
Horizon Investments
North Carolina
$262K -$19.6K -236 -7%
PGA
530
Portland Global Advisors
Maine
$261K – – –
Vontobel Holding
531
Vontobel Holding
Switzerland
$259K -$33.2K -401 -12%
SAM
532
Smartleaf Asset Management
Massachusetts
$259K – – –
MT
533
Midwest Trust
Kansas
$257K – – –
AWM
534
Ariadne Wealth Management
California
$257K +$238K +2,874 New
SP
535
Symmetry Partners
Connecticut
$255K +$236K +2,850 New
Northwestern Mutual Wealth Management
536
Northwestern Mutual Wealth Management
Wisconsin
$254K +$41.8K +504 +22%
QWP
537
Quotient Wealth Partners
Texas
$254K +$3.9K +47 +2%
VFA
538
Valeo Financial Advisors
Indiana
$252K +$233K +2,814 New
SPC
539
Sigma Planning Corp
Michigan
$251K -$16.2K -196 -7%
WANY
540
Wealthspire Advisors (New York)
New York
$250K -$33.8K -408 -13%
EPW
541
Evolve Private Wealth
California
$249K -$60.2K -726 -21%
AA
542
Aire Advisors
California
$249K +$231K +2,785 New
FFA
543
Fragasso Financial Advisors
Pennsylvania
$247K +$229K +2,766 New
WFI
544
West Family Investments
California
$247K +$229K +2,764 New
CA
545
Claro Advisors
Massachusetts
$247K -$19.6K -236 -8%
CCMG
546
Clark Capital Management Group
Pennsylvania
$246K +$228K +2,752 New
PA
547
Profund Advisors
Maryland
$245K -$2.65K -32 -1%
BNP Paribas Asset Management
548
BNP Paribas Asset Management
France
$244K -$55.9K -674 -20%
PL
549
Plancorp LLC
Missouri
$242K -$12.1K -146 -5%
WBC
550
West Branch Capital
Massachusetts
$242K – – –