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Vale
VALE

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
326
ClearAlpha Technologies
Connecticut
$465K +$457K +29,256 New
PA
327
Parallel Advisors
California
$463K +$185K +11,865 +69%
SOW
328
State of Wyoming
Wyoming
$458K +$198K +12,678 +79%
CMMS
329
Comprehensive Money Management Services
Florida
$455K +$7.81K +500 +2%
GT
330
Greenleaf Trust
Michigan
$452K +$2.97K +190 +0.7%
IFG
331
Independent Financial Group
California
$446K -$27.6K -1,765 -6%
SCA
332
Snowden Capital Advisors
New York
$441K -$31.5K -2,018 -7%
MA
333
MONECO Advisors
Connecticut
$439K +$430K +27,564 New
WPC
334
Wedmont Private Capital
Pennsylvania
$433K +$6.23K +399 +2%
CFA
335
Collaborative Fund Advisors
Nevada
$424K +$416K +26,669 New
VT
336
Vise Technologies
New York
$418K – – –
MFG
337
Merit Financial Group
Georgia
$411K +$30.9K +1,982 +8%
NW
338
NewEdge Wealth
Pennsylvania
$410K +$11.1K +708 +3%
VA
339
VestGen Advisors
Illinois
$407K +$373K +23,882 New
ECM
340
Evergreen Capital Management
Washington
$399K – – –
GIC
341
Generali Investments CEE
Czech Republic
$391K – – –
BCI
342
Brinker Capital Investments
Pennsylvania
$383K -$535K -34,238 -59%
SPIA
343
Steward Partners Investment Advisory
New York
$382K +$31.8K +2,040 +9%
ISWM
344
Intesa Sanpaolo Wealth Management
$382K – – –
P
345
&Partners
Tennessee
$382K +$13.1K +840 +4%
WQ
346
Wealth Quarterback
New Jersey
$380K +$373K +23,889 New
SWM
347
Shrier Wealth Management
California
$377K +$15.5K +995 +4%
A
348
Allianz
Germany
$364K +$357K +22,898 New
WWM
349
Walser Wealth Management
Florida
$364K +$22.1K +1,418 +7%
BCM
350
Bluefin Capital Management
New York
$363K -$3.55M -227,200 Closed
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